SpaceX Just Put a Launch Date on the Orbital AI Boom
SpaceX, Nvidia, Google, and Meta are moving space data centers from science fiction toward hardware, contracts, and launches.
SpaceX’s First Earnings Report Was Better News for Rocket Lab Than SpaceX
SpaceX’s first public earnings report strengthened the bull case for commercial space despite its $18.4 billion capex bill.
LinkedIn’s Founder Is Going Back Into Startup Mode
SocialNet failed before Reid Hoffman built LinkedIn. His second act shows what investors should demand from repeat founders.
Nobody Wanted This Job, and Now It’s the Most Valuable Skill in AI
Amazon invented a job so unglamorous it needed a fake name. Two decades later, that same overlooked task is becoming AI's biggest bottleneck.
How Two Smart Investors Missed Google – and What the Winners Saw
Bessemer and Excite both passed on Google. Their mistakes reveal how to evaluate startups before consensus forms.
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More PodcastsThe Best Stocks to Buy on the Bounce After the ‘Leopold Low’
July's semiconductor crash was not random. Here is the forced-liquidation mechanic behind it – and why the fundamentals never blinked.
