Anthropic’s balance sheet proves market discipline scales artificial intelligence far faster than state handouts to Intel, though its golden share disenfranchises the investors funding the boom.
By Bram de Vries ·
As Alphabet and Microsoft stall on infrastructure bottlenecks and paper over national security risks, public utility regulators must ensure that local power customers are not forced to pay for their speculative computing expansion.
By Imani Sutton ·
As John Coogan and Jordi Hays detail gigawatt deals in Ohio, depreciating hardware shows Silicon Valley building speculative capacity faster than durable payrolls can justify.
By Ray Dombrowski ·
On TBPN, Gavin Baker showed that public listings for SpaceX and Anthropic will unleash market capital to fund compute infrastructure where bureaucracy fails.
By Bram de Vries ·
Moderna stock dropped after leaked trial data missed market expectations, showing that speculative capital demands precise yield over corporate secrecy.
By Bram de Vries ·
Mark Zuckerberg is decoupling control from liability at Meta, while Apple and Trevor Milton ignore market rules, showing a dangerous trend toward the privatization of power and socialization of risk.
By Klaus Berger ·
After Trevor Milton pitched Cyberjet on TBPN with autonomous cockpits, John Coogan and Jordi Hays exposed the reality: buying a 2005 FAA certificate cannot bypass modern software certification.
By Nikhil Raghavan ·
Silicon Valley’s celebration of phantom software revenues, broken venture contracts, and unbuilt supercars reveals a speculative culture colliding with the unyielding discipline of higher borrowing costs.
By Klaus Berger ·
Elon Musk unveiled a delayed Roadster requiring massive customer deposits, proving that tech spectacle cannot substitute for commercial balance sheets or deliver legally certified vehicles to the market.
By Bram de Vries ·
While TBPN hosts debate if creepy ads are good business, LG Electronics and Meta are weaponizing the grid to turn your living room into a permanent corporate listening post.
By Imani Sutton ·
By leveraging a borderline investment-grade rating to finance rapidly depreciating Nvidia chips, SpaceX shifts the downside of Silicon Valley's infrastructure race onto regulated retirement funds.
By Klaus Berger ·
As British drivers buy cheap imports discussed on TBPN, Washington tariffs will only delay domestic automakers from facing inevitable progress.
By Daniel Okafor ·
OpenAI shifts developer liabilities onto consumer subscription accounts, creating a textbook moral hazard that John Coogan mistakes for a grand economic breakthrough.
By Klaus Berger ·
As John Coogan explains Meta's strategy to run free AI agents on TBPN, consumers must confront how ad-supported cloud computing shifts infrastructure costs onto local power bills.
By Imani Sutton ·
While TBPN hosts debate whether AI accelerates economic growth, real history proves trade policy created the disruptions that software efficiency cannot repair.
By Ray Dombrowski ·
Podcast
By Ray Dombrowski ·