Oh THAT $300B Contract With OpenAI…

Oh THAT $300B Contract With OpenAI…

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How Hackers Drained $6.3B From Binance

Overnight brought the biggest heist in crypto history, as hackers drained $6.3 billion from Binance. Amazon’s AI spending soared while retail growth stalled, Spotify eyed a $5-a-month AI remix tool, and longreads covered El Niño forecasting and old-time fiddlers. Binance says ini ...  Show more

A Chinese Spy Inside Nvidia?

I covered the NYT report that US officials think Megaspeed’s Alice Huang is a Chinese asset who cozied up to Jensen Huang, the leak of 41,000 DHS workers’ data, DoorDash’s $17B Instacart grab, and Alphabet’s ugly free cash flow. US officials believe Megaspeed executive Alice Huan ...  Show more

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AI Skepticism is CANCELLED
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Wall Street just delivered one of the strongest signals yet that the AI boom is real and accelerating. Oracle revealed a record-breaking $300B cloud deal with OpenAI, sending its stock soaring and reshaping the narrative around AI infrastructure. In today’s episode, we break down ...  Show more

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