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...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 🌎️ : Markets closed higher as a “concept of a plan” for Greenland eased trade war fears, with Trump and NATO discussing mineral rights and missile defense instead of...

CLOSING BELLDavos, Despots, Demands  $SPY ( ▲ 0.52% )  $QQQ ( ▲ 0.73% )  $IWM ( ▲ 0.75% )  $DIA ( ▲ 0.59% )  Markets closed higher Thursday, a crucial day for ‘same as usual’ data. While earnings rolled in from heavy hitters across every sector, the...

OVERVIEW Brief Moment Of Joy Successfully Converted Into Extended Suffering 🩹 Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look at crypto’s total market and altcoin market cap charts: Source: TradingView NEWSBitGo...

Also private credit liquidity, 10b5-1 abuse, Thinking Machines and Musk vs. O’Leary.

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...