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The S&P has 500 stocks, but really it's got 7, says Rayliant's CIO
12 arguments: why he says chip restrictions handed China the necessity to invent, where the money from AI actually lands, and the market he no longer…
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Milk Road's AI analysts: two of the three have stopped adding to AI infrastructure
10 calls: why Galaxy's crypto arm is the bet on AI power, what Samsung unveiled hours earlier, and the software multiple one analyst says is not coming…
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"I would never ever bet against Elon": Positron co-founder on data centers in space
17 arguments: Why he calls the anti-data-center turn a Chinese psyop, what cached tokens do to AI margins, and why he trusts Oracle's credit over the…
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Carnegie fellow: a pause on frontier AI alone is too good a deal for China to happen
21 arguments: Why he puts about 10% on doom once political outcomes are counted, the compute-for-access deal he wants Europe to strike, and why…
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OpenAI CFO: the ads business hit $1B in 7 months, the fastest-growing ad platform ever
13 arguments: Why a quarter of OpenAI's engineers came off production work for cyber, what a credit check costs once a model does it, and why she says…
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Cerebras CEO: 18 months at $8M a month and they still couldn't make the chip
18 takeaways: Why a chip startup has to aim at 100x rather than 50% better, how a fab that costs $40B turns out a $22 chip, and the one person he says…
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Mitesh Agrawal: Positron rides Nvidia's rails instead of fighting them
3 takeaways: why the $875M round exists, Oracle's 50 racks already running, and the memory bet behind the next chip
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Mustafa Neemuchwala: Nvidia's $3.5B MediaTek note pays it when Google's TPU wins
8 takeaways: Why he says this is not circular financing, who actually pays MediaTek for the interconnect work, and the Anthropic deal he says the…
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Sarah Guo: Sunday Robotics expects home robots in beta by the end of this year
19 takeaways: Why the AI energy build-out needs public consent, what investors get wrong when they back a founder they cannot evaluate, and the debate…
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Mandeep Singh: Nvidia's $3.5 billion MediaTek stake front-runs Google's next chip supplier | Bloomberg Intelligence
Why the circular-financing complaint is already in the stock, what Nvidia actually sells anyone building a rival accelerator, and the 80% share behind a…
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Jensen Huang and Rick Tsai: Nvidia's $3.5 billion MediaTek bet, and why XPUs are already in the market | Bloomberg Talks
Why Huang says a convertible-bond investment in a partner is not circular financing, what NVLink Fusion and NVHBM open up for custom chips, and where…
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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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