Big Tech

Leopold Ashenbrener’s drawdown becomes a debate over leverage, AI-market volatility, and whether defense-tech hype is repeating the same mistake.

OpenAI’s trial and Trump’s China trip expose the same fault line: tech companies now sit inside geopolitics, not beside it.

She left Google with four offers in hand and explains why tech now rewards timing, referrals, and AI adaptation.

Palihapitiya links AI, inequality, and platform power in one thesis: the central issue is who controls attention, money, and narrative.

Galloway contesta la narrativa dell’apocalisse AI e la lega a valutazioni, disuguaglianza e potere. Per lui la posta vera è chi cattura i benefici e chi resta esposto ai costi.

Les objectifs manqués d’OpenAI, l’explosion des dépenses d’infrastructure IA et le contentieux Musk pointent tous vers le même goulot d’étranglement. Ce qui décide le marché, ce n’est pas la demande, mais l’énergie.