The $115 Billion Phantom: What the OpenAI-Anthropic ARR Report Really Tells Us
Contrary to the celebratory headline, the combined $115 billion ARR attribute...
Interviews
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HasuWhale
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2026-08-29
#valuation
valuation related articles
Fractile's $6.5B Valuation: The Hype Cycle Migrates from Tokens to Silicon
The numbers are stark. Fractile, a UK-based AI inference chip startup, went...
Metaverse
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0xZoe
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2026-08-21
The $2250 SanDisk Target: A Data Anomaly That Exposes the Gap Between Faith and Verification
The math doesn't. JPMorgan assigned SanDisk an Overweight rating with a $2250...
Scams
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CryptoStack
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2026-08-15
The AI Infrastructure Mirage: Why Coherent's Win and Cerebras's Loss Tell the Same Story
Coherent beats revenue estimates by 6%. Stock jumps. Cerebras misses by 12%....
Business
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CryptoSignal
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2026-08-14
The Market's New Darling: A Structural Analysis of the Changxin Tech Surge and Its Crypto Parallels
A semiconductor company, Changxin Technology, just dethroned Tencent as China...
Policy
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SignalSignal
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2026-08-14
Tracing the Ghost of a $6 Billion Rumor: SpaceX, Cursor, and the Narrative Mechanics of the AI-Crypto Convergence
Tracing the Ghost of a $6 Billion Rumor: SpaceX, Cursor, and the Narrative...
Exchanges
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0xAlex
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2026-08-08
AI Stock Rout: A Data-Driven Dissection of the MiniMax and Zhipu Selloff
Hook: MiniMax -9%. Zhipu -3%. A single trading session on the Hong Kong...
People
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Hasutoshi
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2026-07-25