An analytical critique of the massive capital expenditure behind Meta and Microsoft's desperate push for AI super apps.

Mark Zuckerberg admits Meta's AI agent progress is slower than expected after laying off 10% of its workforce.

Tesla beat Wall Street estimates by 18% in Q2 2026. Gideon Vance dissects the unit economics behind the short-squeeze catalyst.

Meituan's LongCat-2.0, trained on 50,000 Chinese ASICs, exposes the vulnerability of Silicon Valley's hardware-centric valuations.

OpenAI partners with Broadcom on Jalapeño, its first custom inference chip. We analyze if it can fix ChatGPT's ruinous unit economics.

Exposing the financial reality of the SpaceX IPO. Why retail investors are subsidizing Starlink's CapEx and Starship's massive burn rate.

Stanford graduates walked out on Google CEO Sundar Pichai over Project Nimbus and ICE contracts. The enterprise balance sheet is poisoning the talent pipeline.