Third Point’s Q4 2025 13F: top holdings, big adds (NVDA/UNP) and exits (META/APO), plus new buys. Read here for more details ...

Nvidia's NemoClaw launch at GTC creates permanent chip demand—AI agents require far more compute than chatbots. Position now.

Thousands of failed startups are featured in a new directory, which also includes plans for rebuilding the businesses in 2026.

ByteDance’s new Seedance 2.0 AI video model seemed unstoppable—until heavy demand strained the company’s compute capacity and copyright complaints began piling up.

We came across a bullish thesis on Airbnb, Inc. on Speedwell Memos’s Substack by Speedwell Research. In this article, we will ...

February 2026 brought a series of significant data breaches spanning automotive, aviation, hospitality, finance, telecom, and media. The incidents were not driven by a single attack method. Some ...

Prevention policies and budgets must be protected and aligned with the expansion of GLP-1 weight loss drugs, argue Kent Buse and colleagues The World Obesity Federation has welcomed the World Health ...

We came across a bullish thesis on APi Group Corporation on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on APG.

AI auditors resemble financial auditors, except they observe and report on the behavior of AI transactions rather than ...

The first time my team shipped an agent into a real SaaS workflow, the product demo looked perfect. The production bill did not. A small percentage of sessions hit messy edge cases, and our agent ...

Anthropic retired a popular AI model and now it's blogging on Substack ...

US stocks rallied on Wednesday as Wall Street was led higher by tech stocks while bracing for Nvidia's crucial earnings report. Cava (CAVA) posted earnings and revenue beats in its fourth quarter ...