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Link Ventures founder: 90% of Anthropic's new code is already written by Claude
6 predictions: Big Tech's $3T AI bet compared to 10 Apollo programs, MIT's AI performing "brain surgery" on another model, and a hacker-driven…
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CNBC's Investment Committee: the S&P's 2.3% Q3 gain is misleading
5 arguments: why tech capex is intact despite the political blowback, the Barclays stat behind a "misleading" 2.3% Q3 gain, and the AI financing wall…
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Bond buyers now care about deficits and could take US rates to 6%, says OnePoint BFG CIO
10 calls: why triple-C spreads above 1,000bps show the damage has started, where $500B of hyperscaler debt will come from, and why oil inventories need…
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Even great stocks get capped at 10% of a fund, say Davis Funds and EquityCompass managers
16 lessons: how Naspers turned $32M of Tencent into $235B, why the index now works like a momentum fund, and whether AI's value goes to the builders or…
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Ex-Neuberger PM on Big Tech: "70% of their AI revenue is from Anthropic and OpenAI"
14 takeaways: why he counts more than 60% of the S&P 500 as one AI trade, why US banks are safe for the first time in his life, and why he closed his…
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Blue Owl co-CEO on retail credit funds: "You would have missed out on 600 basis points"
14 arguments: why Blue Owl's loan losses ran 12 basis points over 10 years, why outsiders set every mark, and why its data center bet rests on Microsoft…
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2,000 code-named ideas in 16 yrs yielded 35 to 50 graduates, X's moonshot chief finds
16 principles: Why no CEO backs a 1-in-100 shot at $1B, how Google Brain at X led to the T in ChatGPT, and why clean water must cost a penny a liter
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QXO sold, Axon held, and Hub24 a buy after a 45% fall from its high — Equity Mates
9 calls: why Intuitive Surgical is a valuation buy after an 18% fall, the stat that puts Waymo at about 0.1% of Alphabet's revenue, and the ETFs that…
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New stocks must rank at his portfolio's median or better, says Right Tail Capital founder
13 principles: why NRP's coal royalties may soon carry zero debt, how HCA outruns nonprofit hospitals, and why AI risk is now on his checklist for…
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Hyperscaler capex reaches $780B in 2026, headed past $1T a year from 2027, a16z finds
16 takeaways: why stocks rose 20% as multiples fell 20%, why only 2% of S&P 500 companies track AI's impact over time, and why tender offers attract so…
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"It's actually quantum computing": Blue Whale's CIO on the biggest risk to Nvidia
14 arguments: why Nvidia at 16 to 17 times earnings is an earnings bubble, not a valuation one, why he owns Newmont instead of gold, and why Taiwan is…
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Plexo Capital founder: the best new fund managers are far more technical than 10 yrs ago
9 lessons: why small venture funds can no longer hold their stakes, how Plexo's first SPV bought into Anthropic at $18B, and why some managers now hunt…
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