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Thu, Feb 5
Fri, Feb 6
Mon, Feb 9

GUEST INTERVIEWS

  • Doug O'Laughlin: Claude Code is the most magical moment in tech since the Game Boy — and Amazon will spend every dollar of that $200B
  • TJ Parker: Hims' compounded GLP-1 pill is a 'financial hail Mary' with no evidence it works — and Trump Rx is the real deal
  • Databricks co-founder Arsalan Tavakoli: 95% of enterprises still can't get AI agents into production — data governance is the real blocker

NEWS

  • Amazon plans record $200B capex in 2026, spooking investors despite fastest AWS growth in 13 quarters
  • Disney names Josh D'Amaro CEO and Dana Walden president after reviewing 100+ candidates
  • How a Mormon mom's soda shop in Utah became a $100M chain that McDonald's and Taco Bell are copying
  • Anthropic upended the software market this week — and the WSJ says it's now leading the AI race
  • Erebor becomes first new nationally chartered bank under Trump, backed by Andreessen Horowitz, Lux Capital, and Founders Fund
  • Jennifer Garner's Once Upon a Farm IPOs on NYSE, shares pop 17% at $724M valuation
  • WSJ Mansion Section: Larry Page buys $188M in Coconut Grove and why Miami's 'Billionaires Grove' is the hottest luxury market

COMMENTARY

  • Chips or energy: what actually bottlenecks the AI buildout in 2026?