Semafor

30% of restaurants weren't running the value deal they'd promised — McDonald's CEO

9 lessons: why chicken and drinks offer more growth than beef, how a franchisee's remodel bill nets down, and why a voice-ordering drive-thru still…

3 hrs ago • Scuttlebutt

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…

Nov 4 • Scuttlebutt

"I make toys": Hasbro CEO on why 65% of what it sells now goes to buyers 13 and older

6 insights: Magic: The Gathering's climb from $300M to over $2B, Potato Head with Don Rickles' AI voice, and 65 film and TV projects across a dozen…

Oct 29 • Scuttlebutt

30 stops of 5 min a day beat 1 hr at the depot for robotaxis, Aseon CEO finds

8 insights: why curb parking will get expensive, how $30K a month per engineer in AI tools lets a tiny team move fast, and why a foreign team wanted a Y…

Oct 29 • Scuttlebutt

Satya Nadella: Microsoft now treats its own AI models as insider threats it can't trust

5 takeaways: why Microsoft runs its AI models six months behind the frontier on purpose, why Copilot wants to be the next Excel, and why he won't name a…

Oct 23 • Scuttlebutt

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…

Oct 9 • Scuttlebutt

Nvidia's AI hardware has "kind of solved" data center water use — its sustainability head

3 takeaways: How closed-loop liquid cooling runs without consuming water, what running its chips at up to 45°C does for energy use, and how Nvidia…

Sep 25 • Scuttlebutt

"China is the elephant in the room": OpenAI policy head on a coordinated AI slowdown

3 arguments: Why she calls it pacing the frontier rather than a question of speed, and two views of how Chinese labs respond when American labs slow…

Sep 25 • Scuttlebutt

1 in 10,000 false positives on pre-2022 text, Pangram's CEO finds

16 insights: How the detector is trained on synthetic mirrors of human documents, which writing habits give a model away, and why he expects value to…

Sep 19 • Scuttlebutt

The US's top 1,000 AI people beat China's top 10,000, 01.AI's CEO finds

14 predictions: Why handing AI to the CIO is the mistake, how 8,000 AI workers cut 3,000 middle managers down to 400, and why he says the…

Sep 18 • Scuttlebutt

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