Independent thinking for complex markets and current events
OpenAI has reportedly lifted its projected cash burn to $115B through 2029, up $80B from earlier forecasts, per The Information. The AI firm expects to burn $8B this year, $17B in 2026, $35B in 2027, and $45B in 2028 as it scales data centers and chips. pic.twitter.com/dB4gGBz5Qf — Wall St Engine (@wallstengine) September 8, 2025 …
This isn’t just a policy misstep. It’s a blueprint for how a federal agency can burn through billions while ignoring the one job it was built to do. Buttigieg’s Department of Transportation had the money. They just didn’t use it to keep air travel safe. From townhall: “Records reviewed by the Post show that the …
TLDR: IRS recouped $4.7B from unpaid taxes and criminal proceeds after Inflation Reduction Act boost. $1.3B from overdue taxes by wealthy individuals. $2.9B from criminal cases targeting drug traffickers, cybercriminals, and terrorist financiers. $475M from whistleblower tips on hidden income and tax fraud. $292M from 28,000 high earners who hadn’t filed since 2017. IRS-Criminal Investigation …
Synergy is the concept that the combined value and performance of two companies will be greater than the sum of the separate individual parts. Basically, they bought Activision for X and accounted for it in their sheats as X + Y h/t 2ndSifter