OpenAI makes a case for AI Compute hyper-growth: OpenAI CFO Sarah Friar laid out its ChatGPT driven growth metrics against a backdrop of rapidly scaling AI Compute infrastructure. The piece outlines specific revenue growth metrics against the massive...

Markets There is a bull market in bombs and ammo. (ft.com) Still no signs of stress in the high yield bond market. (stockmarkettv.com) IPOs Crypto companies, like BitGO ($BTGO), are still going public. (wsj.com) EquipmentShare.com ($EQPT) just went...

Listening People are looking for ways to condense down (too) long podcast episodes. (bloomberg.com) Ben Smith and Max Tani talk with Stephen Dubner of Freakonomics fame on the future for long form podcasting. (semafor.com) AI Nick Bilton, Dick Costolo,...

Apple has a new bounce in its design step. Much discussion has been had of late around Apple’s ‘People Problems’. Especially in the teeth of the AI Tech Wave in its fourth year post-ChatGPT. Not to mention Meta’s recent poaching of Apple’s Design Chief...

Markets Bond markets are distinguishing between debt on hyperscalers and industrials. (apolloacademy.com) Highly shorted stocks are seeing a bid. (giftarticle.ft.com) Strategy Six lessons learned from Warren Buffett’s investing career...

Books Annie Duke talks with Judd Kessler, author of “Lucky by Design: The Hidden Economics You Need to Get More of What You Want.” (annieduke.substack.com) An excerpt from “Everybody Loses: The Tumultuous Rise of American...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Most things Elon Musk of course lead to space. There’s even a Tesla roadster with a dummy astronaut floating out there today, in an elliptical orbit around the Sun. SpaceX, his other major company after Tesla, would normally not be viewed as an ‘AI...

View the video of this post here. This week’s post is sponsored by YCharts. What Are THE Most Important Charts to Watch in 2026? Join me and YCharts for a live show on January 27 as we break down what history, fundamentals, and global market trends...

Podcasts Jim Dahle talks with Christine Benz about the psychology of retirement. (whitecoatinvestor.com) Shane Parrish talks with Morgan Housel, author of “The Art of Spending Money.” (fs.blog) Paula Pant talks with Barry Ritholtz about...