September 15, 2026 Bonus Content: Intel’s Foundry Wins Clients. The Math Still Doesn’t Work. A note from...
Newsletters
This is the category that we’re gonna send all of our newsletters to
The AI pacing consensus had an unusual Monday. Anthropic CEO Dario Amodei published a blog post Saturday...
September 15, 2026 Bonus Content: Snowflake’s Cross-Border Data Play Has a Compliance Problem A note from our...
On Saturday, September 12, 2026, Dario Amodei published a roughly 3,800-word essay titled “We Must Pace the...
September 14, 2026 Bonus Content: S&P 500 at 7,619: Is Citi’s Doubt a Buying Opportunity or a...
The central question for GM and Ford investors this weekend is not which company makes better trucks....
A note from our friends at The Cheap Investor(ad) Hi, While Big Tech has soared, some investors...
September 12, 2026 Big Tech’s hunger for baseload electricity is real Two pieces of nuclear news landed...
September 11, 2026 Bonus Content: Okta’s Real Growth Engine Is No Longer Remote Work A note from...
September 11, 2026 Lagarde upgraded growth and called the move a no brainer — but the real...
