Jeff Bezos (mentioned)

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…

17 hrs ago • Scuttlebutt

AI is the next Roger Corman, says the former head of Amazon Studios

9 arguments: why true crime took over TV, how N1BW plans to hand filmmakers about 1% of the company each, and why so few YouTube creators clear $2,000 a…

Oct 31 • Scuttlebutt

China's fossil fuel use cancels every emissions cut elsewhere — ex-Bridgewater CEO

16 lessons: the seven storms behind a new market era, the two likely endings to the Iran war, why one tanker strike freezes insurers, and how to lead a…

Oct 10 • Scuttlebutt

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…

Oct 10 • Scuttlebutt

Old GPUs could be worth zero if AI hits a power wall, says Parnassus's CIO

22 lessons: why he keeps most of his AI bet in second-order winners, how cheap mediocre stocks quietly cost active managers, and what a daily journal…

Sep 30 • Scuttlebutt

"Every industry that starts with the word big": Draper Associates founder on his targets

13 lessons: why he made Robinhood's founders skip salaries, why a self-driving car swerving into traffic sold him on Cruise, and how Mt. Gox convinced…

Sep 26 • Scuttlebutt

Elon Musk: have the AI labs test each other's models, and China would probably agree

13 takeaways: What SpaceX's president says computer rental is doing to revenue, the 50–60% odds on catching Starship next flight, and why Terafab exists…

Sep 16 • Scuttlebutt

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