https://daily.scuttlebutt.co/p/goldmans-john-waldron-sees-corporateScuttlebutten2026-11-05T11:31:00+00:00Goldman's John Waldron sees corporate M&A rising 30-35% this year to a recordhttps://daily.scuttlebutt.co/p/evercore-chairman-emeritus-on-aiScuttlebutten2026-11-05T08:16:43+00:00Evercore Chairman Emeritus on AI: "Cisco had to capture 150% of the global router market"https://daily.scuttlebutt.co/p/ai-ad-spots-now-cost-800-againstScuttlebutten2026-11-05T08:09:35+00:00AI ad spots now cost $800, against $25,000 to $50,000, says Take-Two CEOhttps://daily.scuttlebutt.co/p/anduril-ceo-the-navys-40-stake-meansScuttlebutten2026-11-05T08:06:00+00:00Anduril CEO: the Navy's 40% stake means we're paid only if we deliverhttps://daily.scuttlebutt.co/p/a-200m-underwear-table-grew-intoScuttlebutten2026-11-05T08:02:07+00:00A $200M underwear table grew into a $2B brand without AI models — Aerie Presidenthttps://daily.scuttlebutt.co/p/elon-musk-borrowed-20-million-toScuttlebutten2026-11-05T07:44:06+00:00Elon Musk borrowed $20 million to bet it all on Tesla, Founder's Story findshttps://daily.scuttlebutt.co/p/figure-ceo-on-mortgages-a-mortgageScuttlebutten2026-11-05T07:36:34+00:00Figure CEO on mortgages: "A mortgage done through our process is about $1,000"https://daily.scuttlebutt.co/p/sei-doesnt-bet-on-which-train-winsScuttlebutten2026-11-05T07:31:11+00:00SEI doesn't bet on which train wins, it just builds the tracks, says its CEOhttps://daily.scuttlebutt.co/p/nextera-ceo-well-build-the-powerScuttlebutten2026-11-05T07:24:54+00:00NextEra CEO: we'll build the power for AI, but won't own the data centershttps://daily.scuttlebutt.co/p/cyberattacks-hit-infrastructure-atScuttlebutten2026-11-05T07:11:25+00:00Cyberattacks hit infrastructure at a scale "we've never imagined" — Circle CEOhttps://daily.scuttlebutt.co/p/i-was-not-suggesting-that-this-isScuttlebutten2026-11-05T07:05:18+00:00"I was not suggesting that this is what parents should do": Dazzle CEO on AI assistantshttps://daily.scuttlebutt.co/p/teslas-revenue-went-from-2b-to-20bScuttlebutten2026-11-05T06:59:14+00:00Tesla's revenue went from $2B to $20B in 30 months, The Founder Mindset findshttps://daily.scuttlebutt.co/p/cleanspark-chief-business-officerScuttlebutten2026-11-05T06:53:21+00:00CleanSpark chief business officer on AI: "We have approximately 2% market penetration"https://daily.scuttlebutt.co/p/4000-is-the-new-floor-for-gold-notScuttlebutten2026-11-05T06:40:58+00:00$4,000 is the new floor for gold, not the ceiling, says Miles Franklin's presidenthttps://daily.scuttlebutt.co/p/link-ventures-founder-90-of-anthropicsScuttlebutten2026-11-05T06:33:57+00:00Link Ventures founder: 90% of Anthropic's new code is already written by Claudehttps://daily.scuttlebutt.co/p/ai-investing-can-now-reason-likeScuttlebutten2026-11-05T06:26:57+00:00AI investing can now reason like Buffett, not pattern-match — Abundance founderhttps://daily.scuttlebutt.co/p/this-year-100-growth-next-year-overScuttlebutten2026-11-05T06:15:46+00:00"This year, 100% growth. Next year, over 100% growth": AMD CEO on compute demandhttps://daily.scuttlebutt.co/p/corporate-m-and-a-could-jump-30-35Scuttlebutten2026-11-05T06:02:56+00:00Corporate M&A could jump 30-35% this year to a record, Exchanges findshttps://daily.scuttlebutt.co/p/bill-gates-ai-already-finds-securityScuttlebutten2026-11-05T05:57:20+00:00Bill Gates: AI already finds security flaws faster than we can patch themhttps://daily.scuttlebutt.co/p/theres-no-such-thing-as-ai-advertisingScuttlebutten2026-11-05T05:50:27+00:00There's no such thing as AI advertising as a category, says IAC's chairmanhttps://daily.scuttlebutt.co/p/cybersecurity-not-ai-models-is-theScuttlebutten2026-11-05T05:40:00+00:00Cybersecurity, not AI models, is the real risk, says Thoma Bravo's founderhttps://daily.scuttlebutt.co/p/shopifys-harley-finkelstein-saysScuttlebutten2026-11-04T21:58:31+00:00Shopify's Harley Finkelstein says AI agents convert 2x better on its cataloghttps://daily.scuttlebutt.co/p/30-efficiency-gain-for-regions-developersScuttlebutten2026-11-04T21:37:28+00:0030% efficiency gain for Regions developers using GenAI, the bank's tech chief findshttps://daily.scuttlebutt.co/p/a-private-banks-subscription-documentScuttlebutten2026-11-04T21:37:25+00:00A private bank's subscription document takes 17 steps, says Subscribe's founderhttps://daily.scuttlebutt.co/p/ftg-ceo-in-25-years-weve-raised-justScuttlebutten2026-11-04T21:33:37+00:00FTG CEO: in 25 years we've raised just $8M of equity; the rest was cash and debthttps://daily.scuttlebutt.co/p/the-best-private-equity-managersScuttlebutten2026-11-04T21:29:26+00:00The best private equity managers beat the worst by 5,000bps — Vanguard's PE headhttps://daily.scuttlebutt.co/p/warp-ceo-on-software-factories-itScuttlebutten2026-11-04T21:28:21+00:00Warp CEO on software factories: "it was costing us about $80 per PR"https://daily.scuttlebutt.co/p/there-is-no-keeping-up-there-is-onlyScuttlebutten2026-11-04T21:25:50+00:00"There is no keeping up. There is only keeping calm": Spicewell CEO on AI agentshttps://daily.scuttlebutt.co/p/gold-at-4000-looks-attractive-toScuttlebutten2026-11-04T21:23:57+00:00Gold at $4,000 looks attractive to a miner who started at $140, says Dakota Gold co-chairhttps://daily.scuttlebutt.co/p/lovable-ceo-apps-built-on-lovableScuttlebutten2026-11-04T21:18:15+00:00Lovable CEO: apps built on Lovable now draw almost 1B visits every monthhttps://daily.scuttlebutt.co/p/every-private-blockchain-but-zcashScuttlebutten2026-11-04T21:08:14+00:00Every private blockchain but Zcash and Aztec has a backdoor, says Aztec's co-founderhttps://daily.scuttlebutt.co/p/a-10x-jump-in-video-prices-met-essentiallyScuttlebutten2026-11-04T21:06:51+00:00A 10x jump in video prices met "essentially infinite demand," fal's CTO findshttps://daily.scuttlebutt.co/p/bitwise-research-head-bitcoin-isScuttlebutten2026-11-04T21:01:59+00:00Bitwise research head: Bitcoin is holding up through the Binance hack and a tech selloffhttps://daily.scuttlebutt.co/p/a-247-market-cant-run-on-a-9-to-5Scuttlebutten2026-11-04T21:01:58+00:00A 24/7 market can't run on a 9-to-5 recovery plan — The SIFMA Podcasthttps://daily.scuttlebutt.co/p/mercury-ceo-on-internal-bets-wereScuttlebutten2026-11-04T20:59:13+00:00Mercury CEO on internal bets: "We're willing to put $4 million for a seed funding"https://daily.scuttlebutt.co/p/ai-agents-convert-2x-better-on-itsScuttlebutten2026-11-04T20:52:58+00:00AI agents convert 2x better on its catalog than scraped search, says Shopify's presidenthttps://daily.scuttlebutt.co/p/cyber-threat-intelligence-to-me-isScuttlebutten2026-11-04T20:51:56+00:00"Cyber threat intelligence to me is a false term": Treadstone 71 founder on data feedshttps://daily.scuttlebutt.co/p/humanitys-future-in-space-turns-onScuttlebutten2026-11-04T20:48:23+00:00Humanity's future in space turns on its first birth or first combat death — Voyager CEOhttps://daily.scuttlebutt.co/p/3-of-available-patient-data-is-allScuttlebutten2026-11-04T20:46:26+00:003% of available patient data is all doctors see on average, Regard's CEO findshttps://daily.scuttlebutt.co/p/its-actually-getting-the-fuel-generalScuttlebutten2026-11-04T20:41:56+00:00"It's actually getting the fuel": General Matter CEO on nuclear power's real bottleneckhttps://daily.scuttlebutt.co/p/figure-chair-on-defi-figure-putsScuttlebutten2026-11-04T20:39:43+00:00Figure chair on DeFi: "Figure puts over $2.5 billion dollars a month of assets on chain"https://daily.scuttlebutt.co/p/openai-ceo-not-holding-equity-inScuttlebutten2026-11-04T20:37:45+00:00OpenAI CEO: not holding equity in OpenAI was a mistake that has confused people