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$20T sits in Chinese household savings and 7–10% own stocks, The David Lin Report finds
18 calls: why he credits China's import cut for oil below $120, where its Treasury holdings went, and the carmaker he doubts is still in China in 5…
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Goldman Sachs M&A co-head: this is the biggest M&A year in the history of the world
16 insights: why he says 2% of companies report AI in their earnings, who actually pays for the 2028 Los Angeles Games, and why he says there is no M…
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Getting attention is easy now, getting people to stick is the hard part — a16z partner
18 insights: Why he hasn't Googled in ages, the one question he asks anyone who adopts a new app, and why Siri only gets so many chances to try one more…
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China makes 70% of the world's EVs, so nobody can compete — Fidelity China manager
14 calls: Why he finally bought BYD, the first year Chinese companies stopped issuing shares, and the sector he says trades at mid-single-digit earnings
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Tyler Gardner: his clients didn't want to be educated, so he taught 6M strangers
12 takeaways: A wrong Roth IRA explainer with 2M views, why every short video is only top of funnel, and the cringe phase where most would-be creators…
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JB McCuskey: Meta's $17B settlement deputized the AGs to go after YouTube and TikTok
5 takeaways: Why the court-ordered product changes matter more than the money, what he says Apple's cloud allows, and why the attorneys general act…
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Olivia Carville: TikTok held a safeguard back from 15M users to measure engagement
13 takeaways: Why only $12B of Meta's settlement is unconditional, the two lines from a sealed TikTok document, and the safeguards she says under 1% of…
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Ben Moore: the only real fix for social media addiction is a feed that ends
6 takeaways: Why he calls Meta's agreed remedies product specs it could have shipped years ago, what removing the algorithm would cost, and how BeReal…
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Meta settles with 48 states, Tim Cook's last day, and OpenAI's first chip beats Blackwell | TBPN
John Coogan and Jordi Hays on why the tobacco comparison flatters Meta, what Apple loses with Cook, the Chinese robots outrunning America, and the…
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Gavin Baker: he asked every AI company for one number getting worse, and nobody had one | a16z
Why he thinks compute stays short through 2028, the 30% cut Kimi's license takes out of open-weights revenue, and the case for moving a growing share of…
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Eric Goldman: Meta's $17 billion settlement doesn't change its business, it deputizes the state AGs against its rivals, and nobody has the…
Why the deal writes in an error rate for age checks, plus Northwestern's James Pfander on Trump outbuilding the courts and a former Air Force judge on a…
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Max Levchin: Affirm has grown 30%-plus for 11 straight quarters, why rate moves barely dent its book, and why he says the consumer is still…
Plus a San Francisco judge ruling the Pentagon violated Anthropic's First Amendment rights, Meta's $18 billion child-safety settlement, and The…
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