Analysis

Thesis-driven reporting on the forces reshaping AI, tech, and power. We trace the money, the leverage, and the decisions that move markets before the consensus catches up. Not what happened, but what it means and who benefits.

46 articles (Page 4)
The Elon Method Most Founders Won't Copy

The method that built Tesla

Marc Andreessen says Elon Musk's management playbook produces impossible results—but he can count on one hand the founders who could execute even 10% of it. As AI hardware startups raise hundreds of millions, that gap matters more than ever.

Nvidia's $100B OpenAI Deal: Smart Strategy or Bubble Risk?

Nvidia’s $100 billion question mark

Nvidia commits $100 billion to fund OpenAI's expansion—money that flows right back to Nvidia through chip purchases. Smart strategy or dangerous circular financing? Analysts split on whether it's brilliant or bubble territory.

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