2025-11-17
TechCrunch
Empower: US BNPL use has grown to 91.5M users, with 25% financing groceries, as default rates accelerate and most loans aren't reported, creating “phantom debt”
* AI bubble — * Wall Street bitcoin — * Private equity bubble — * adding the Buy Now Pay Later bubble, which is ... largely untracked!! — techcrunch.com/2025/11/16/b... this feeds to my theor...
2024-07-09
The Information
How Scale AI's $13.8B valuation from May 2024's $1B funding round is almost certainly too high, given below-average margins, a reliance on few clients, and more
Cory Weinberg / The Information : Threads: @paul_rietschka . X: @coryweinberg and @coryweinberg Threads: Paul Rietschka / @paul_rietschka : This company with its high school graduate CEO is absolutel...
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