Latest posts
-
My very interesting Conversation with Daron Acemoglu
Here is the audio, video, and transcript. Here is the episode summary: Daron Acemoglu returns for his second appearance with a new book, What Happened to Liberal Democracy?, which Tyler reads as an attempt to redefine and revitalize liberalism for our times. Where Daron’s first visit was about how states and societies contend for the narrow…
-
The under the radar venture lab building deeptechs to save the planet
-
Anthropic investors bet on $2tn valuation in record IPO
Rapid revenue growth fuels hope Claude maker can overcome challenges to become the biggest listing in history
-
Wall Street giants bet Nvidia’s AI chips will defy the laws of finance
Private capital firms are wagering that the crucial hardware will hold its value for years to come
-
Bank of America sends blunt message to Nvidia stock investors
-
Earnings live updates: Supermicro and CoreWeave stocks jump on accelerating AI demand
-
Earnings live updates: The Trade Desk stock plummets on earnings miss, Oklo jumps on ‘criticality’ milestone
-
Fennec: The Turnaround Is Real, But The Stock Prices In Perfection (Downgrade)
-
Banyan Gold: Strongly Positioned, A Sensible Venture
-
The Market Is (Still) Underestimating Novo Nordisk