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with Austin Campbell & David Morris
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Oct 20, 2026
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5 min read
Good morning - Coreweave is down 50%. Also Anthropic's generosity (?) and Elon's flying car (singular).
Oct 15, 2026
A week of warning signs, small and large.
Oct 8, 2026
4 min read
Anthropic's IPO papers & the belief system behind them checking the homework.
Sep 24, 2026
3 min read
Clarity Act fell 11 votes short of the Senate floor. Trump's crypto wealth is why.
Sep 15, 2026
Plus Revolut Got Hacked by Compliance, and Energy is Off the Rails
Sep 10, 2026
Meta's fried-dough SPVs are hiding real debt behind the labels "lease" and "electricity commitment"
Aug 31, 2026
The SEC finally wrote it down. But there's still a lot of wood to chop.
Aug 13, 2026
Nobody picked the lock. They guessed the code.
Jul 31, 2026
Anthropic. Just to race with China.
