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Thu, Dec 11
Fri, Dec 12
Mon, Dec 15

GUEST INTERVIEWS

  • Swan Land Company owner: tech workers are moving to Montana, land appreciation running 10–20% over five-to-seven years
  • Matt Levine: prediction markets are mostly sports betting, SpaceX IPO could suck oxygen from AI fundraising, private credit in AI isn't the 2008 scenario
  • Palantir's Mike Gallagher: $448M ShipOS contract will modernize US Navy shipbuilding with AI as fleet shrinks to 279 ships by 2027
  • Saagar Enjeti: sports betting is structurally predatory, AI fear narratives are overblown, debanking push is being weaponized for porn companies

NEWS

  • Disney invests $1B in OpenAI, grants three-year exclusive license for 200 characters including Star Wars and Frozen
  • GPT-5.2 launches with major benchmark gains; Oracle delays OpenAI data centers to 2028

COMMENTARY

  • Substack forces readers to install its app to read newsletters in full, drawing creator backlash