Scuttlebutt

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AI agents convert 2x better on its catalog than scraped search, says Shopify's president
10 takeaways: Northwood Space's $375M round and a plant built for hundreds of antennas, and SemiAnalysis on why the first $1T of AI revenue will be…
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Humanity's future in space turns on its first birth or first combat death — Voyager CEO
11 takeaways: Why SpaceX's capital efficiency split the space industry, why orbital data centers are a real business, and why the moon is no backup plan…
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"It's actually getting the fuel": General Matter CEO on nuclear power's real bottleneck
10 takeaways: Why a 2028 ban on Russian uranium leaves US reactors short, how 1970s interest rates stalled nuclear, and why General Matter chose…
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OpenAI CEO: not holding equity in OpenAI was a mistake that has confused people
8 takeaways: Why a GPT-4 at "GPT-3.8 scale" would have sunk the compute bet, how ChatGPT launched over his team's doubts, and why he wants several AI…
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Tokenized stocks did $100M in a day, 8 weeks after launch, says Coinbase's Base creator
10 calls: Why crypto's real market is financial services, how JPMorgan and Citi now settle on Base, why AI doubled Coinbase's shipping pace, and why…
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25% of Ford's revenue now comes from off-road models like Bronco and Raptor, says its CFO
9 numbers: Ford's EBIT up 3% on 9% lower volume, a raised $10.5B-$11B guide, $2B of cost pressure into 2027, and a Fathom EV under $30,000
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"We are watching leverage come out of the system": Ex-Weiss CIO on hedge funds
8 arguments: why AI agents are squeezing hedge funds, why bitcoin is his hedge on his own AI thesis, and why money-market funds have outgrown bank…
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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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Bharti Enterprises chairman on the Starlink queue: "I applied five years back"
8 takeaways: India's foreign minister on why the US is a partner but not an ally, Switzerland's 15% tariff deal, Brent at $106 and Goldman's 42 Indian…
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Bitcoin kept its rise from 60,000 as gold lost its rally, Euro Pacific economist finds
14 calls: Why he says mortgages could reach 9% by year-end, Fannie and Freddie face another bailout, and a hostile Congress after the midterms would…
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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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