DoorDash - $DASH

AI investing can now reason like Buffett, not pattern-match — Abundance founder

8 arguments: Elliott's FOGO memo, Instacart's climb to a $17B sale, Traversal's AI-SRE business at a $1B valuation, and why AI still won't sway a jury

2 hrs ago • Scuttlebutt

General Mills has gained after earnings twice since 2024 — Stock Movers

4 calls: Why the last print still lifted the stock 8.5% in a day, what the sell side says about Olive Garden against Longhorn, and the apps now standing…

Sep 21 • Scuttlebutt

Not one paragraph of a 12-page car loan is required by law — Tesla's former president

15 lessons: The 5-step algorithm behind Tesla and SpaceX, why Toyota needed 2.5x less working capital per car, and the 3 traits he screened every hire…

Sep 17 • Scuttlebutt

Gina Heeb: banks lobbied against stablecoins and are now launching one defensively

4 takeaways: What a bank-run stablecoin is actually used for today, the tokenized-deposit answer that did not hold, and why BlackRock and DoorDash…

Sep 2 • Scuttlebutt

Ejaaz Ahamadeen & Josh Kale: Nvidia buys Hugging Face for $13 billion, Z.ai serves 100 trillion free tokens on Chinese silicon, and Waymo's…

Why Jensen Huang wants the open-weights hosting layer, what the SEC subpoenas mean for Leopold Aschenbrenner's fund, and the Tesla CyberCab fleet that…

Aug 29 • Scuttlebutt

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