A hub for independent voices and hard truths
Just like the dot com bubble in 1999 where Nasdaq valuations went parabolic on internet hype before the brutal crash. Make no mistake: It IS the largest asset bubble in human history. https://t.co/16W9PBcNIZ — Uncle Milty’s Ghost (@his_eminence_j) April 29, …
The CFO news is the absolute center of the storm this morning.. Where is the green? Nevermind we have a party pooper – OpenAI pic.twitter.com/nBfTrKsxi9 — Avg Gal | Stocks & Life 🌱 (@theaveragegal__) April 28, 2026 Sarah Friar just …
Sam Altman's home targeted in second attack as two arrested for opening fire near OpenAI founder's San Francisco residence https://t.co/nI5W11WzV6 — Daily Mail US (@Daily_MailUS) April 13, 2026 Just two days before in the early hours of Friday, another person …
bro was right. Atlassian down 75%. HubSpot down 69%. Figma down 86%. Almost all of them down 30–70% from their 52-week highs. AI is literally eating software alive and repricing every company in real time. SaaS is cooked fr 😭 …
Anthropic’s run-rate revenue hit $30 billion, triple what it was three months ago. To keep up with demand, the company locked in 3.5 gigawatts of Google TPU capacity through Broadcom, enough to power a mid-sized city. More than 1,000 businesses …
A sprawling Chinese influence operation — accidentally revealed by a Chinese law enforcement official’s use of ChatGPT — focused on intimidating Chinese dissidents abroad, including by impersonating US immigration officials, according to a new report from ChatGPT-maker OpenAI. The Chinese …
U.S. chip giant Nvidia (NVDA) is close to finalizing a $30 billion investment into OpenAI (OPENAI) that will replace the long-term $100 billion commitment agreed upon by the companies last year, the Financial Times reported on Thursday. The $30B equity …
The reality is that both OpenAI and Anthropic are going to spend hundreds of billions of dollars just trying to out compute each other over the next decade. Instead of guessing which massive software model wins the war at a …
The War Department said Monday that it is partnering with OpenAI to help implement ChatGPT onto its artificial intelligence platform, GenAI.mil, which will make ChatGPT’s advanced language models available to all 3 million department personnel. The addition of ChatGPT comes …
Steve Eisman believes OpenAI is about to experience one of the greatest liquidity rug pulls in history. If I was Sam Altman I'd be freaking out too. https://t.co/iZQZrWHqoX pic.twitter.com/m28P0NFiOY — Financelot (@FinanceLancelot) February 8, 2026 "more warning lights continue to …
We’ve said this for how long? “Oracle and OpenAI's AI data centers buildout needs $500 billion, and Wall Street is starting to flinch” “Oracle and OpenAI have aimed to build $500 billion of data centers by the end of the …
The View From Inside the AI Bubble Secret parties, lavish buffets, and talks of annihilation at one of the largest AI-research conferences In a small room in San Diego last week, a man in a black leather jacket explained to …
openAI IPO seems ripe to be torn to shreds over it's bullshit nonprofit status https://t.co/1nVh5FsPWc — Darth Powell (@VladTheInflator) December 16, 2025 OpenAI was founded in 2015 as a nonprofit (OpenAI, Inc.). In 2019, it did not convert the nonprofit …
The CEO of OpenAI Sam Altman is in the newborn parenting trenches with husband Oliver Mulherin, and he’s turning to an unlikely source of support: his own OpenAI chatbot. In an appearance on The Tonight Show with Jimmy Fallon this …
Big Short investor Michael Burry said that OpenAI is destined to end up like web browser company Netscape, which fizzled out after a landmark IPO in 1995. He also said Palantir $PLTR is DiamondCluster, a consulting firm that rocketed in …
Big Short investor Michael Burry said that OpenAI is destined to end up like web browser company Netscape, which fizzled out after a landmark IPO in 1995. He also said Palantir $PLTR is DiamondCluster, a consulting firm that rocketed in …
A Manhattan judge has ordered OpenAI to provide the Daily News and other news outlets with millions of anonymous chats between ChatGPT and its users in a major ongoing copyright infringement case. In a nine-page order made public Wednesday, Manhattan …
Even if Google “wins” the AI battle, won’t it ultimately erode earnings as Gemini cannabalizes traditional search that has much higher ad sales? Or do they eventually plan to do ads as well on Gemini? — George (@George_Dubs_) November 29, …
HSBC built a model to figure out if OpenAI can actually pay for all the compute it's contracted. The answer is no byu/RobertBartus inEconomyCharts A model was not necessary for this. To spend 1.4 trillion, you have to make in …
Another day, another security breach. This time, it’s OpenAI’s turn. Today, users are waking up to discover emails from OpenAI’s security team, confirming more security issues at the company. This one is a bit more egregious than previous breaches, exposing …
How can anyone look at these numbers and believe OpenAI has any hope to meet $1.4 trillion in spending commitments? https://t.co/gUcRNs11BI — Ross Hendricks (@Ross__Hendricks) November 10, 2025 Big Tech needs a staggering $1.5 trillion to fund the AI boom. …
The market always breaks in sentiment before it breaks in price. This looked like the moment the confidence slipped. about timeburn it all down the way Palantir helps its clients do pic.twitter.com/eXXiK2OoXI — Alkindus (@a1kindus) November 5, 2025 https://twitter.com/TommyThornton/status/1986433742211055702 A …
And now they want a bailout already… pic.twitter.com/tB6DtpKj74 — Curtis Lemay (@CurtisLemay) November 5, 2025 Securing government backed bailout before they actually need them, you can't make this up. — blake (@blakestonks) November 6, 2025 A top market analyst’s warning …
Authored by Mike Shedlock via mishtalk, The stated goal is to reduce drudgery. Do you believe that? Bloomberg reports OpenAI Looks to Replace the Drudgery of Junior Bankers’ Workload. My title is a more accurate representation of the true goal. OpenAI …
How is OpenAI funding all of these deals? https://t.co/OZFfEdCHIa — Dividend Hero (@HeroDividend) November 3, 2025 OpenAI has now: 1. Signed $500 billion Stargate deal 2. Signed $100 billion Nvidia deal 3. Signed $100 billion AMD deal 4. Signed $38 …
Something feels off at OpenAI. For a long time, people talked about it like it was untouchable, the company that would rewrite everything we know. That kind of talk is always loudest right before the trouble begins. The excitement is …
This might be an investment opportunity. Who will win the AI wars? It might be Microsoft and OpenAI. I would not bet against them. “Microsoft and OpenAI on Tuesday said they had reached a deal to allow the ChatGPT maker …
OPENAI has officially revealed its Atlas web browser, powered by its Operator AI agent and featuring built-in ChatGPT functionality. The browser effectively promises to automate your life with the functionality to fill out forms, make dinner reservations, and even chat …
I have a question. OpenAI is supposedly on the hook to pay the circle jerk crew $1,300,000,000,000 over the next few years. Meanwhile, their operating revenue is negative $8,000,000,000. How do they even cover that gap? Here is the breakdown …
Mention AI on any stock, and it rallies. We’re clearly in a bubble. WALMART $WMT ANNOUNCES A NEW PARTNERSHIP WITH OPENAI OWNER OF CHATGPT… – It will allow customers and members to soon shop Walmart through ChatGPT using Instant Checkout. …