CONSUMER ELECTRONICS AND GADGETS
Premium: The Hater's Guide To Broadcom
According to The Information, in early 2024, Broadcom CEO Hock Tan hosted a “coffee chat” with employees of the recently-acquired VMWare, and introduced them to his particular brand of management: > At that time, VMware’s Palo Alto, Calif., campus sprawled over 18 buildings and 100 acres
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ENTREPRENEURSHIP AND STARTUPS
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ENTREPRENEURSHIP AND STARTUPS
Premium: The Hater's Guide To Circular Financing (Part Two)
You know, sometimes it’s kind of hard to explain the “circular” part of circular financing to people, in the sense that some of the agreements are kind of clunky. NVIDIA funds OpenAI, who then spends that money to rent back NVIDIA GPUs from Microsoft, Google, Amazon,
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ENTREPRENEURSHIP AND STARTUPS
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INVESTMENT AND CAPITAL MARKETS
Don't Look Up
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and
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