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The AI trade just lost $1 trillion. Here is where the value went
Semis shed a trillion dollars in under two months while demand data kept breaking records. The full playbook: the ranked opportunities, the value traps…
Jul 17
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Ruben Dominguez
69
2
Jonathan Ross Turned a 3-Week Phone Call Into a $20 Billion NVIDIA Deal. Here Is How He Did It.
The Groq founder on near-bankruptcy, Grok Bonds, and why the fastest chip in the world almost never got built.
Jul 14
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Ruben Dominguez
74
1
1
Demis Hassabis Says AGI Arrives in 2 to 5 Years. Here Is the Full Picture
Demis Hassabis says AGI arrives in 2 to 5 years, bio and nuclear AI risks land first, and text models miss the ceiling. The 10 takeaways from his…
Jul 13
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Ruben Dominguez
74
3
2
OpenAI's $122B masterclass: 10 takeaways from Sarah Friar
Compute scarcity, the pricing ceiling, and the memory moat, and what founders and investors should steal.
Jun 29
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Ruben Dominguez
77
Cerebras bet against the GPU. It just IPO'd at $56B.
We got the confidential Series A deck. The wafer-scale bet, the climb to $510M, and what it says about the AI compute race.
Jun 28
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Ruben Dominguez
60
2
The free AI content engine that beats a content team
Founders now reach investors, candidates, and customers with one Notion workspace and a memory-persistent AI agent. Here is the kit, free.
Jun 24
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Ruben Dominguez
70
3
4
Jeff Bezos’s Economic Doctrine: 10 Ideas Founders and Investors Should Steal
The world’s fourth-richest man laid out a full economic playbook. The numbers cut against most of this year’s headlines.
Jun 22
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Ruben Dominguez
70
2
1
Sundar Pichai's 10-move restructuring playbook: what every founder and investor should steal before 2027
Google almost slept through the most important platform shift in a decade. Its CEO rebuilt the entire company in 18 months. The sequence matters more…
Jun 17
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Ruben Dominguez
66
2
Jensen Huang handed you the AI roadmap. Here are the 10 moves that matter.
The 1,000x compute shift, the gross-margin flip, and the one risk almost everyone is underweighting.
Jun 15
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Ruben Dominguez
45
2
The one-person company stopped being a meme. This is the operating system that runs it
The 4-stage AI-native build, the 12-function founder OS, 30+ copy-paste Claude prompts, the solo tool stack, and the 30-day rollout that lets one person…
Jun 11
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Ruben Dominguez
82
2
NVIDIA's CEO handed Stanford students the playbook for the next 10 years
Jensen Huang on design philosophy, energy math, agent architecture, and why the people scaring you about AI are wrong
Jun 9
119
7
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Scott Galloway: 95% of enterprise AI spend connects to no return a CFO can name
The man who called the dot-com crash from a faculty meeting is making the same call on AI valuations
Jun 4
•
Ruben Dominguez
74
3
3
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