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.406 Ventures principal: AI scribing was adopted faster than anything, then went free
12 lessons: How a pediatric clinic turns Medicaid into a profitable business, what health system executives actually put in their top three, and the one…
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Waymo's $126B Valuation Now Matches All Of Uber's
11 takeaways: Why Uber's operating margin swung 55 points in six years, how exposed it really is to robotaxis, and what its $14.8B Delivery Hero bid is…
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Buy Hold Rant: Meta's Muse Added $90B to Its Market Cap in a Day
7 takeaways: ChatGPT's Astra undercuts Opus on price, Tesla's cybercab math nets Tesla just 1% more revenue, and why Micron still beats Broadcom
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Brian Moynihan: the Fed's delinquency data still counts charge-offs from 2 years ago
9 takeaways: Why he says bank charge-off rates are as low as they have been in years, what August card spending shows, and why AI has not cut the 2K…
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Jay Hatfield: 30% of the PCE index is imputed, and inflation is really 1.3%
6 takeaways: the rounding quirk that pulls CPI down to 2.4%, why Marvell is worth at least $300, and the $450 target he says nobody else has on Broadcom
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Equity Mates: Baidu now runs robotaxis in 28 cities against Waymo's 14
13 takeaways: Tesla self-certified a car with no steering wheel, One Nation wants Australians to divert 3% of their super into their pay, and the toggle…
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Ed Zitron: an investment-grade rating just delays the day OpenAI runs out of money
10 takeaways: Why he says AI is repeating 2008's habit of managing a crisis instead of fixing it, and what $1.3T of take-or-pay compute commitments does…
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Jess Hertz: 75% of AI-attributed orders came from outside the top 100 categories
11 takeaways: Why Shopify says complexity is its moat, what AI shopping agents do to conversion rates, and how headcount stayed flat through 34% revenue…
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Pete Johnson: Anthropic has no embedding model of its own and recommends MongoDB's
15 takeaways: Why he says agent memory is still unsolved, the 14% retrieval edge behind the Voyage AI deal, and the 100K-vector mark where scale starts…
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Cliff Nonnenmacher: a business that needs its owner is a job, and nobody buys a job
18 takeaways: Why he says 85% of listed small businesses never sell, the weight-loss drug that ended the gym pitch, and the four sectors he is buying…
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Aaron Cannon: Outset's digital twins let anyone in a company interview a customer who is not there | TBPN
The Outset chief executive on tripled revenue, why hard-to-reach audiences are the wedge, what a grounding interview buys, and the agents he wants doing…
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Daniel Mahncke: Palantir scores 155% on the rule of 40, and he still will not buy it | The Intrinsic Value Podcast
Why nobody has copied the ontology, what Karp's 18-month pledge would do to a stock at 60 times sales, the Accenture handoff neither host follows, and…
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