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Remember NVIDIA’s supposedly $500 billion AI infrastructure announcement? ℹ️️On August 2026, NVIDIA partnered with Apollo Global Management, Inc., BlackRock, Blackstonee, Brookfield, Goldman Sachs and KKR to establish AI Compute Infrastructure Financing Platforms to Mobilize Over $500 Billion of Third-Party Capital ! ⚠️According to recent Bloomberg reporting, cited by Ed Zitron, the deal’s financial origins were unclear, while financing negotiations for data centers were prog

It is becoming increasingly difficult to think of Apple as an innovation company. Apple remains an exceptional manufacturer, perhaps the Louis Vuitton of consumer electronics: premium, refined, beautifully engineered. ⚠️ True innovation, the kind that once made the world stop and watch, has become rare. ❗ And if revolutionary products are no longer the goal, then at least preserve what once made Apple different: the art, the imagination, the audacity of design. A few days ago

It was the market finally calling out Novo’s fairytale storytelling. Novo Nordisk's product risks, patent cliffs, and AI‑themed partnerships read more like a PR deck than a strategy. Eli Lilly and Company, meanwhile, is eating their lunch. 👉 Novo Nordisk’s stock price plunged more than 7%, just hours after the company’s highly personable and hard-working CEO, Maziar Mike Doustdar unveiled company’s Capital Markets Day 2026 strategy. (https://lnkd.in/dgEN4_Zi) 🚩 That collaps

⚠️ She is not just the face of the ad. ❗She is a strategic partner and equity holder. 📢 If the company scales the way prediction markets are currently scaling, she is on a clear path to becoming a multibillionaire actress. 👉 That is a smart move. 🎯 The campaign works because it does what advertising has always done: it targets a basic sex instinct. Sweeney is monetizing her image as a professional business owner with skin in the game, with a more "business oriented" and

So true Steve Eisman ! "But the idea that this whole terminator thing is nonsense. So I think some completely different is going on. And what I think is happening is that token maxing is over. The open weight models are taking big market share. I think these companies are very nervous. They realize that there are no moats around their business whatsoever, and they're trying to manufacture a crisis that will create regulation and that they think they can then manipulate to cre

Dario Amodei says "we must pace the frontier". Sam Altman nods. Go ahead and cut the act, the theater and the hypocrisy! Anthropic and OpenAI are the frontier. By market share, model capability, and self‑claimed recursive improvement, both companies already run a duopoly. If their unreleased (?) models are so risky, to slow down, fine, be responsible and just do it! ⚠️ Stop pretending you need regulators, antitrust exceptions, or "independent" evaluators tied to your own inv

⚠️ It’s become painfully obvious that Apple stopped being an innovative company years ago and quietly transformed into a phone factory. The iPhone is their cash cow, their golden goose, their entire business model in a shiny aluminum shell. For fiscal years 2024 and 2025 (and already looking that way for 2026), the iPhone accounts for more than half of Apple’s total revenue. Ever since, Steve Jobs, the only guy who actually had ideas, "left the building", the strategy has bee

It is now available online. Here are the key findings: 🌟 Global Key Findings Growth Driving Force: The global startup ecosystem experienced an average growth rate of +10.3%, driven heavily by rapid technological evolution in Artificial Intelligence. Middle East & Africa Boom: MEA led all global regions with an impressive +20.2% growth. Riyadh stood out as the fastest-growing city in the global top 100, surging +117.6%. Top Ecosystem Champions: The USA (#1), UK (#2), and Isra

The rapid escalation of capital expenditure on artificial intelligence infrastructure has produced the largest investment surge in modern history. Yet the underlying economics remain detached from demonstrated returns. Hyperscalers and AI labs are committing trillions in spending while generating limited, often unprofitable revenue. Circular financing, off-balance-sheet obligations, and intensifying competition from Chinese open-source models have created a structure vulnerab

"Smart Men Go Broke From Ladies, Liquor, And Leverage". Charlie Munger The Asian country just learned this lesson the hardest way possible. The KOSPI surged 116% to an all-time high by June 2026, fueled by AI chip mania around Samsung and SK Hynix. 😈 Then regulators greenlit single-stock leveraged ETFs in May, products promising 2x, 3x, even 5x daily returns. Retail investors piled in with margin loans, pushing total margin debt to ₩38.6 trillion. 92% of leveraged ETF holde