Instacart - $CART

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

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…

Oct 1 • Scuttlebutt

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