How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise
An Evercore ISI economist criticizes Citrini's AI report, calling its assumptions “extreme and improbable”, but says it's a thought-provoking exercise
Most of the sell-side has remained hilariously silent at a mere Substacker seemingly shaking markets, even though the anguish and frustration is almost palpable.
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
Federal officials have for years tried to wean Silicon Valley from its dependence on Taiwan, an island democracy roughly the size …
Apple says it plans to move some Mac mini production to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years
The company will move some production of the desktop computer to Foxconn facility in Texas — Apple will move some production …
Why this is the worst crypto winter ever: AI crowds out BTC for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, and more
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us …
Strategy reports Q4 net loss up 1,749% YoY to $12.4B, as BTC trades below the company's $76,052 average purchase price; MSTR is down ~60% over the past year
Shares of the bitcoin-stockpiling company have fallen sharply since crypto prices touched all-time highs in October
Bitcoin falls to ~$66K, its lowest level since President Trump's election win in November 2024 and down 44%+ from its October 2025 peak as global markets fall
Bitcoin slumped below $70,000, a level last seen 15 months ago, as a broad risk-off sentiment engulfed global markets.
Why this is the worst crypto winter ever: AI crowds out crypto for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, more
and delivered. A few who stayed to push “adoption” got rich.The Plebs got smoked In the meantime China caught up with AI. The rest is just shaving.Mario S. /@covered_call:According...
X CEO Linda Yaccarino says that “after two incredible years, I've decided to step down”; X hired Yaccarino in 2023 after running NBCUniversal's ad business
X CEO Linda Yaccarino said Wednesday she is stepping down from her role. … - Under her leadership …
Nintendo of America President Doug Bowser says the company is “actively assessing” the impact of US tariffs, which “weren't factored into” its Switch 2 pricing
Nintendo of America president Doug Bowser tells WIRED the company is still figuring out how to address tariffs …
Super Micro's stock drops 30%+ after disclosing that auditor Ernst & Young had resigned following months of disagreement over governance and board independence
Super Micro's shares plunged 30% on Wednesday morning after the company disclosed its auditor had resigned following months …
Waymo drops its waitlist in San Francisco, letting anyone download its app and hail a robotaxi; in Phoenix, Waymo has been open to the public since October 2020
Sources: Elon Musk and Trump talk many times a month on topics like a government role, action on “voter fraud”, and X; Musk is organizing friends against Biden
Sources: Apple made generative AI a tent-pole project after Craig Federighi and John Giannandrea spent weeks testing ChatGPT and found Siri to be antiquated
Apple plans to announce that it will bring generative A.I. to iPhones after the company's most significant reorganization in a decade.
The US FTC bans noncompete clauses that restrict job switching, the first time in 50+ years that the FTC has issued a regulation mandating an economywide change
Move sets up high-stakes legal clash with business groups over the agency's power — WASHINGTON—The Federal Trade Commission …
Microsoft engineer Shane Jones warns the FTC and Microsoft's board that Copilot Designer generates violent and sexual images, violates copyright laws, and more
- Shane Jones, who's worked at Microsoft for six years, has been testing the company's AI image generator in his free time and told CNBC he is disturbed by his findings.
Sources: Apple pivots to a less ambitious design for its upcoming EV, from Level 4 autonomy to Level 2+, and pushes back its launch from 2026 to 2028 or later
and it doesn't sound like the self-driving car of the future Maria Deutscher / SiliconANGLE : Apple reportedly switches to less ambitious development roadmap for its electric car N...
Axel Springer signs a multiyear deal with OpenAI, which plans to offer ChatGPT news summaries and use Politico, Business Insider, and others to train AI models
Alexandra Bruell / Wall Street Journal :
Axel Springer signs a multiyear deal with OpenAI, which plans to offer ChatGPT news summaries and use Politico, Business Insider, and others to train AI models
Generative-AI company reaches multiyear pact with owner of Politico, Business Insider and major European properties