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Trump accounts
"A society without broad ownership is inherently very unstable": Robinhood CEO on AI
7 takeaways: 150,000 agentic trading accounts in months, a Robinhood chain for stock tokens, a fund for private AI labs and $1,000 Trump accounts for…
3 hrs ago
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Robinhood's net deposits top $68B with 2 months to go, already a record, says its CFO
12 numbers: a record $1.4B quarter, a new adjusted EPS measure, $6B from the Dell family's Trump-account gift, and why management will not set targets…
Oct 28
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Altimeter CEO: a 10x multiple puts Anthropic at $1.5T, 12x gets it closer to $2T
11 calls: SpaceX alone builds 25% of new US compute, a Tesla deal price, $100B for Trump Accounts, AGI within a year, United's $8B fuel bill and YouTube…
Oct 22
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Wellington PM: AI borrowers will pass big banks as the bond market's top concentration
11 takeaways: why data center bonds carry construction risk, the tax catch in Trump accounts, Connecticut's $3,200 baby bonds and an Alberta coal mine's…
Oct 10
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Lazard CEO: so much AI spending is borrowed that financial-distress risk is underrated
7 takeaways: why inflation now comes in repeated supply shocks, why Social Security waits for a crisis, and why AI means leaner deal teams for junior…
Oct 10
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Defense startups, not the Navy, will beat China at shipbuilding — Palantir co-founder
6 arguments: Why Erebor lends out only half its capital, the short contracts that show AI demand is still rising, and why Trump accounts may be bullish…
Oct 8
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Scott Bessent: the bond market has taken out more governments than howitzers
11 takeaways: How he answers the "vibecession," why $1,000 baby bonds are supposed to fix financial literacy, and what he told the G7 the real AI risk…
Sep 11
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