DigitalOcean - $DOCN

DigitalOcean CEO: we are not Neo, but we are a real cloud

6 numbers: why a $5B Microsoft capex cut traces to one delayed Texas data center, and how DigitalOcean's CEO answers a 17% stock drop with a…

Nov 7 • Scuttlebutt

Mighty Capital's managing partner on AI moats: "We mapped 550 companies"

15 arguments: why only OpenAI and Anthropic sit where money raised matches defensibility, why IPOs now start at $10B, and why chief product officers are…

Sep 29 • Scuttlebutt

"I believe John Ternus should stop buying back the shares": LAUNCH founder on Apple M&A

12 calls: Disney for the parks, Sony for PlayStation and Crunchyroll, Etched to cut Apple's reliance on Nvidia, and a $299 pendant that measures a…

Sep 29 • Scuttlebutt

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