Oracle will buy ~400,000 Nvidia GB200 chips and lease them to OpenAI at its 1.2 gigawatts Texas data center, billed as the first US Stargate project (Financial Times)

Tim Apple’s Very Bad Week

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Jeffrey Katzenberg & Sujay Jaswa (WndrCo) on What Startup Founders Can Steal From The Entert

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Google DeepMind C.E.O. Demis Hassabis on Living in an A.I. Future

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VBSR 1.01: RTO is back (again) + data moats dry up + Sara vibecodes

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AI, Middle East, China, Tariffs, Recon Bill, Invest America

Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner and Bill Gurley.

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Uber CEO Dara Khosrowshahi is okay with reinventing the bus

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