Autos China is rapidly shifting to EV sales. (ft.com) In China, battery swapping is a solution for long charging times. (npr.org) Porsche is selling its stake in Bugatti. (arstechnica.com) Autonomy How much are autonomous vehicle rides...

Apple turns to Ternus as 3rd CEO post Cook & Jobs: As expected, 50 year old Apple and its CEO Tim Cook, 65, officially appointed hardware head and 25 year Apple veteran John Ternus, 50, as the second CEO after founder/CEO Steve Jobs. John takes on...

The adage that keeps surfacing in today’s AI environment: “Make hay while the sun shines.” That’s especially true in AI M&A and Funding. With three mega AI IPOs each targeting trillion-plus valuations teed up for later this year. When mega-IPO math is...

HFT Jane Street Group crushed it in 2025. (bloomberg.com) HFT firms are investing big in compute. (wsj.com) Prediction markets A Special Forces solider was arrested for insider trading on Polymarket. (wapo.st) Now Wisconsin is suing the major...

So many AI balloons being floated in Elon Musk’s SpaceX/xAI confidential IPO S-1 filing. Especially driven by xAI/Grok’s AI priorities over SpaceX/Starlink. Let’s unpack. Regular readers and listeners of AI-Reset to Zero (AI-RTZ) and AI Ramblings...

Two big model releases inside a single week — OpenAI’s GPT-5.5 (”Spud”) and Anthropic’s Opus 4.7 + Mythos preview — shipping into a market where both companies have mega-AI IPOs on the horizon. IPO prep is the new throttle. When you’re writing the S-1...

Good morning everyone… Our seed investing firm Social Leverage has been using AI to automate as much of our day to day lives running the business – deal sourcing, diligence, investing and reporting. We take pride in being a lean operation. We want...

ETFs The Roundhill Memory ETF ($DRAM) has quickly garnered more than $1 billion in AUM. (wsj.com) Eric Balchunas and Joel Weber talk with Bloomberg Intelligence semiconductor analyst Jake Silverman about the growth in $DRAM. (bloomberg.com) Prediction...

Books Ezra Klein talks with Ray Madoff, author of “The Second Estate: How the Tax Code Made an American Aristocracy.” (podcasts.apple.com) An excerpt from Megan Garber’s new book, “Screen People: How We Entertained Ourselves Into a State...

Google is pressing ahead on its core vertical stack advantage with its TPU (Tensor Processing Units), AI chips. It’s an advantage vs peers, including Nvidia. As I’ve discussed at length in earlier posts. Now Google is advancing its TPU chip architecture...