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Fed Financial Stability Report November 2026: AI Tops the Risk List
The Federal Reserve’s November 2026 Financial Stability Report finds stretched asset prices, record hedge fund leverage, and AI as the risk market contacts name most often. The twice-yearly…
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Dwarkesh Patel: Why He Now Expects Superintelligence by 2030
Dwarkesh Patel now expects superintelligence by 2030, driven by AI that automates AI research, after saying earlier this year that it was most of a decade away. He…
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Nvidia After Jensen Huang: Ben Thompson on the F1 Car Without Its Driver
Ben Thompson and Andrew Sharp spend the 300th episode of Sharp Tech on what Nvidia and the wider AI industry look like after Jensen Huang’s exit as CEO,…
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AI Agents and Bitcoin: ChatGPT Wallet, x402 and the Money Machines Hold
AI agents are becoming economic actors, and the launch of ChatGPT Wallet next to Coinbase for Agents shows why the money they hold may end up being bitcoin.…
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Alex Karp: Why Palantir Hired Jon Tester and Calls Itself Progressive
Palantir CEO Alex Karp told Politico he has been a Democrat his whole life and that Palantir’s products are “essentially progressive,” days after the 2026 midterms put Democrats…
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Jensen Huang: The Circuit Interview Filmed Weeks Before His Nvidia Exit
Jensen Huang resigned as Nvidia CEO on November 12, 2026, one day after Bloomberg published a 45-minute interview filmed at the height of his power. In The Rise…
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SpaceX Supercomputers: $74B Compute Campuses in Texas and Arizona
SpaceX is moving into supercomputers, with more than $74 billion planned for two AI compute campuses at Starbase, Texas and in Cochise County, Arizona. The company laid out…
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Scion by Toyota Returns: The KEI-01 Kei Truck and a 25 MPH Bet on America
Toyota has revived the Scion name as Scion by Toyota, a brand it calls a “freedom lab,” and its first vehicle is the KEI-01, a 25 mph kei…
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Vlad Tenev: Robinhood’s GameStop Crisis and the $500 Million Phone Call
Robinhood co-founder and CEO Vlad Tenev tells David Senra how a $3 billion overnight deposit demand during the GameStop frenzy nearly sank the company, and how one phone…
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Mike Milken: Who Gets Access to Capital, From Junk Bonds to Private Credit
Mike Milken, the financier who built the high-yield bond market, tells Nicolai Tangen why “safe” credit is often the riskiest and who still gets shut out of capital.…
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Robert Greene on the Sublime: Why Everything Is Amazing and No One Is Happy
Robert Greene, author of The 48 Laws of Power, tells My First Million why modern life feels flat and how his new book on the sublime aims to…
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Howard Marks on AI: The Most Consequential, Least Predictable Bet
In his November 2026 memo, Howard Marks poses 11 questions about investing in AI and concludes the stakes are huge while predictability is unusually low. The Oaktree Capital…