In Good Company

NextEra CEO: we'll build the power for AI, but won't own the data centers

6 takeaways: why a two-year-old demand forecast is already obsolete, the restart of a shuttered nuclear plant for Google, and the one expansion John…

2 hrs ago • Scuttlebutt

Anthropic beat Google's revenue-growth record at over 2x the speed, says ex-Google CEO

10 arguments: why Europe's regulators "regulate before they innovate," why China being 6 months behind is already a loss, and the social-media miss he…

Oct 22 • Scuttlebutt

Norway's wealth fund CEO: shareholder rights have deteriorated sharply in many countries

9 insights: what his former boss John Armitage taught him, why there would be no AKO Capital without him, and why AI may be arbitraging away excess…

Oct 10 • Scuttlebutt

Heavy use of AI will rot investors' brains, says Egerton Capital's founder

19 lessons: why he hates EV/EBITDA, the 2008 crisis London missed, 40 stocks against the fashion for concentration, a poor year, and KKR's chief…

Oct 8 • Scuttlebutt

Every passenger car in China will be hands-free by end of 2028 — Horizon Robotics CEO

13 predictions: Mind-off driving by 2035, why he will never build a car, humanoid robots in 5 years at best, and why automotive chips are a terrible…

Oct 1 • Scuttlebutt

Brian Gu: China now sells more EVs than gas cars, and 1,000km is already enough

10 takeaways: Why XPeng calls itself a physical AI company, what a "land aircraft carrier" is, and the regret behind a Nobel Prize he didn't win

Sep 11 • Scuttlebutt

Nicolai Tangen: why hubris and arrogance kill asset managers, why Europe's slow AI adoption worries him, and why the biggest listed…

Sir Paul Marshall as this week's guest, why internal token consumption could flag the moment AI spending turns, every new hire screened with an AI test…

Aug 29 • Scuttlebutt

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