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News
Forget NVDA: Peter Thiel's New $419 Million Portfolio Bets Big on the Power Behind AI
1+ day, 3+ hour ago (41+ words) Peter Thiel‘s investment firm, Thiel Macro LLC, disclosed a $418.67 million equity portfolio across eight companies in the second quarter, bypassing semiconductor manufacturers to allocate capital toward electrical grid operators, nuclear developers, tech infrastructure, and conventional energy. Rebuilding Capital in......
AI Startup Discovery Loop, founded by former Google Chief Scientist Jeff Dean, seeks to raise funds at $50 bn valuation
1+ hour, 25+ min ago (303+ words) Discovery Loop, an artificial intelligence (AI) startup founded by Jeff Dean, a former chief scientist at Google, is seeking to raise funds again at a valuation of $50 billion. According to the report, the terms of the deal remain subject to…...
The AI Bubble Has Reached the Point of No Return: Now the Debt Must Pay for the Growth.
1+ hour ago (36+ words) Inside the $3.5 trillion debt machine financing the AI boom — and why the cash-flow math no longer adds …...
The Usage-Based Billing Category Got Acquired in 2026
1+ hour, 14+ min ago (619+ words) Metronome went to Stripe, Orb went to Adyen, m3ter is being folded into Salesforce. If independence matters to your API product, the shortlist …...
Berkshire Hathaway Rose While Every Major Chip Stock Fell Monday
2+ week, 5+ day ago (704+ words) Berkshire Hathaway's B shares rose more than 1% Monday morning while Nvidia, AMD, Broadcom, Intel, and Micron all declined. The conglomerate held about $360 billion in cash and Treasury bills at the end of June, and its second-quarter operating earnings rose 16%. Berkshire…...
Berkshire Buys Limekiln’s MF1 Stake, Takes Full Control
3+ hour, 19+ min ago (21+ words) Berkshire will become sole owner of MF1 after buying Limekiln's 50% stake in the multifamily lender, ending an eight-year joint venture....
The Exit Path for AI Labs Is Bifurcating Again: $80B in Acquisitions vs. a Stalled IPO Pipeline
8+ hour, 56+ min ago (182+ words) Three mega-deals in two months-SpaceX-Cursor at $60B, Nvidia-Hugging Face at $12.9B, Stripe-OpenRouter at $7.5B-outpace a stalled IPO pipeline. Anthropic pushes to mid-October. OpenAI targets 2027. When private balance sheets compete, the public market becomes the waiting room. The contrast is structural, not incidental....
GeoPark Has the Contract. It Does Not Have the Licence.
11+ hour, 24+ min ago (577+ words) One email, every weekday morning. What moved in Latin American markets, politics and expat life. Yesterday’s subject line: “'The false peace is over' - Colombia” Two companies entered Venezuelan heavy oil this month. One is named in an American licence. The…...
Google outlines $17B Project Tembo data center campus planned for Laramie County
19+ hour, 12+ min ago (1096+ words) CHEYENNE — The Metropolitan Downtown's event room was packed Wednesday evening with members of the public, local and state government officials, industrial developers and more who came wanting to hear about Project Tembo, Google's proposed $17 billion data center campus in Laramie…...
Your Laptop Might Be Hiding a Business You Are Ignoring
6+ hour, 37+ min ago (322+ words) Not because you have secret files and folder. Because you have forgotten the problems you already solved. The funny thing is, most people are …...