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Nothing in Writing

Nvidia's board fired the one asset it never had on paper. The contracts stayed. Everything else is now up for bid.

Nov 13, 2026

Wish You Were Here

AI can tell you everything about the moai. It can't tell you what it's like to stand in front of one. That gap is where the value went.

Nov 12, 2026

Don't Stop Believin'

Anthropic walked its IPO down $600 billion on purpose. A tired market wanted a reason to dance, and this is how you give it one.

Nov 11, 2026

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