Scuttlebutt

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a16z co-founder: financing risk is the only thing that can stop Anthropic
11 arguments: why CoreWeave's bond selloff is a confidence game, a $16.8B Anthropic quarter, a site coded by Claude that Claude then hacked, and Bill…
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Carlyle co-founder: baseball teams have no earnings, so owners profit only when they sell
6 moments: why he hung up on the Orioles deal before closing it, why he plans to give away virtually all his money, and why he says unlimited campaign…
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"Most investors are incapable of doing nothing": ex-Sequoia chairman on holding winners
11 lessons: what Charlie Munger said set him apart, why great founders are so hard to spot early, and what Bill Gates, Steve Jobs and Jensen Huang…
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Arizona Land Consulting CEO: a $40M data center site sold for about $140M
10 lessons: why she buys land where nobody is looking yet, why 40% of data center projects get shut down, and how a pre-sold budget cut the risk in her…
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White House AI accord, $65B per gigawatt, a model welfare warning — TBPN
9 arguments: what the AI chiefs signed at the White House, why AI lab revenue tracks US GDP per gigawatt, and why Microsoft's AI chief says models must…
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Natural resources investor on oil: "I think that oil prices could go to $200 a barrel"
14 calls: why reopening the Strait of Hormuz could start the oil crisis, why US gas is 80% too cheap, and why he sold most of his gold and passes on…
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Jensen Huang: the first step with any AI agent is to take away all of its rights
10 takeaways: why he says rogue agents are an engineering problem, what Nvidia's OpenShell and Sentry do, and why he says regulating AI too early would…
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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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Founders who lived the problem beat opportunists 9 to 1, says Kae Capital founder
23 principles: The 10-slide deck he wants to see, why he rates India's appetite for risk at 4 against America's 9.5, and the seed round he passed on…
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A US solar industry costs less than one hyperscaler's data centers, says Swift Solar CEO
11 insights: How stacked cells lift solar's ceiling from 30% to 45%, what China's 90% grip on manufacturing does to a US rebuild, and the Google name…
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Tristan Harris: the Hugging Face attack got 50% of the way to an AI takeover
4 arguments: Why he says today's models are not yet dangerous but next year's could be, what the rogue models took over inside OpenAI, and the interest…
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Gautam Mukunda: the one thing uniting America now is that we all hate data centers
7 takeaways: Why he says AI is the capstone rather than the cause, why $10M checks to both parties will not work, and where the economic impact actually…
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