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AI vs. The Big Five: Who’s Winning, Who’s Whiffing
By Terrence Hooi
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Trump vs. Musk Turns Nuclear, China Chokes EVs, and Zuck’s AI Ad Machine Rattles Madison Ave
1.) Trump vs.
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Mary Meeker's AI Playbook. Here’s the One Insight Everyone Misses.
Mary Meeker is back—and she has something urgent to say about AI.
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Japan Fuels Bitcoin’s Surge, MicroStrategy's $46B BTC Holding, Google disrupts Search with AI
1.) Japan’s Bond Turmoil Fuels Bitcoin’s Surge
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Apple's AI Ambitions , OpenAI acquires IO, NVIDIA AI Factory of the Future
1.) Apple’s AI Ambitions: A Siri-ous Setback
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Trump’s China Tactical Timeout, U.S. Loses Final AAA, Klarna’s Burrito Debt Problem
1.) Trump’s China Tactical Timeout
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Trump's $600 Billion Saudi Deal, Google $3.7T Breakup, Death of Classic VC
1.) The $600B Shift
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