Autos Tesla ($TSLA) had a good Q2. (arstechnica.com) On the (potential) return of the small pickup. (wsj.com) It’s not just Buc-ee’s. Gas stations are getting bigger. (cnbc.com) On the relationship between speed and fuel consumption....

Anthropic Freed to Release Fable 5: Anthropic was allowed by the US government after two and a half weeks, to re-release its latest frontier model Fable 5 back globally. Its companion Mythos model is still on a gated release approved case by case by the...

Finance Blackstone ($BX) backed Jersey Mike’s has filed to go public. (restaurantdive.com) The art market is increasingly financialized. (humbledollar.com) Private credit Blue Owl ($OWL) sees continued redemption requests. (finance.yahoo.com) Why...

Today’s theme: defining ‘The Other’ in the fast-developing ‘Us vs Them’ Enterprise AI market narrative. Enterprise software companies large and small are aligning themselves against the frontier AI companies — Anthropic and OpenAI in particular....

As I discussed on the ARD #110 podcast yesterday, tech incumbents are executing totally in ‘Founder Mode’. around this AI Tech Wave. I outlined how established big tech companies are executing aggressively like tech startups. Even 33+ year old tech...

Today’s theme: ‘Blind Ambitions Abound’— and Unbound. A special edition going into the 250th July 4th weekend of the founder-led country, the USA: This AI Era tech incumbents are running in ‘Founder Mode’ — Y Combinator founder Paul Graham’s idea,...

Markets The Yen is at a 40-year low relative to the U.S. dollar. (axios.com) SpaceX ($SPCX) debt trades like junk. (bloomberg.com) Fund management Why there is an overhang on StepStone Group ($STEP) shares. (hntrbrk.com) How Micron ($MU) came to make up...

Books Mary Childs talks with Liaquat Ahamed, author of “1873: The Rothschilds, the First Great Depression, and the Making of the Modern World.” (youtube.com) Five insights from Michael Pollack’s new book, “Sidewalk Nation: The Life...

Took a couple of years, but my then suggestion of Meta proactively building an AWS type of cloud business off its massive AI Data Center Infrastructure investments, is closer to reality. Meta is likely to follow Elon Musk’s SpaceX/xAI in renting its excess...

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