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China Could Absolutely Cripple Anthropic And OpenAI IPOs

Anthropic and OpenAI are racing toward blockbuster IPOs with trillion-dollar valuations, but a rival they cannot sue, regulate, or outspend may already be eroding the foundation those numbers rest on.

Douglas A. McIntyre · 1 month ago

Grab Vs. Uber: One Exhibits Much Cleaner Upside

Both Grab and Uber just dropped quarterly results that tell very different stories about where growth actually lives inside each platform. One looks like the obvious winner until you flip the setup around and…

Alex Sirois · 1 month ago

The Better Nvidia Killer: Broadcom or AMD?

Broadcom and AMD both posted explosive AI growth and both have hyperscalers locked in as customers, but only one makes a convincing case for actually unseating Nvidia as the king of AI compute.

Alex Sirois · 1 month ago

Micron’s Powerful Economics 101 Lesson Keeps Me Buying

Three companies control the world's DRAM supply, AI is burning through memory faster than fabs can build it, and one of those three just signed contracts that could permanently rewire what a chip cycle…

Alex Sirois · 1 month ago