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$500/kg is the launch cost where orbital data centers beat Earth's, Starcloud CEO finds
9 takeaways: A satellite built for $2.5M against a $75M-$100M quote, why chip failures worry Starcloud more than cooling, an 88,000-satellite plan, and…
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25% of Ford's revenue now comes from off-road models like Bronco and Raptor, says its CFO
9 numbers: Ford's EBIT up 3% on 9% lower volume, a raised $10.5B-$11B guide, $2B of cost pressure into 2027, and a Fathom EV under $30,000
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2 years to the first deal, then 6 deals in year one, Cornell Communities' founder finds
13 principles: why owning the land beats owning the homes in mobile home parks, how deal structure sets a sponsor's pay, big fund versus small fund, and…
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Dyna Robotics chief scientist: robotics has no internet, so Dyna trains on human video
6 insights: why Dyna puts a humanlike torso on wheels instead of legs, what folding napkins at Din Tai Fung proves, and why the best robot hands still…
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Macquarie strategist: the next blow-up from rising yields could be France, not a bank
15 arguments: Fidelity on why AI is not a bubble and who is selling Treasuries, Baird on GE Vernova's turbine service deals, and Morgan Stanley on…
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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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Long-short indexing can harvest 20%–70% in tax losses a year, Creative Planning finds
16 lessons: why past winners tend to lag the market, why taxes stop most sellers, how a $10M charitable trust pays out $12M, and the three case studies…
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a16z growth partner on AI: "It's like less than 5% diffused into the B2B economy"
12 arguments: why frontier labs, open models and apps can all win, the self-driving market he expects to grow 10x, and why the last tech cycle's $25…
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The cost of AI may end up being the cost of power — Helion CEO
11 takeaways: how Helion recovers 95% of its own electricity, is regulated like a hospital device instead of a nuclear plant, and its 500MW deal to…
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America's bottom 50% own just 1% of its stocks, says Fidelity's portfolio manager
10 takeaways: why he calls private-equity-owned insurers today's AIG, the Constellation Software bet he made at a panic price, and the market's short…
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Humanoid robots are 200,000 times as complex as robotaxis, Cathie Wood's ARK finds
13 calls: why ARK expects Tesla and SpaceX to combine, its 7–8% growth forecast against Musk's triple digits, a rising dollar, and Circle's case for AI…
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"Shorting is all timing": Deep Sail Capital founder on why overvaluation isn't enough
17 principles: why he bends on valuation but never on management, why medtech is his worst sector and defense his best, and the question he now asks…
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