The promising BTC fair-value strategy lost nearly all its gains in week two, with the entire fleet now in the red. Details of the collapse and implications inside.
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The Bubble Question, Disentangled: 1999 vs 2026 Category by Category
A detailed comparison of the AI investment landscape in 1999 and 2026, highlighting bubble signals, real value, and strategic implications.
Anchor. The Schwarz Group model.
Analyzing Schwarz Group’s €11B investment in AI infrastructure, its operational model, and potential for replication across Europe.
The Anthropic IPO Disclosure Document: What the S-1 Has to Say Before October
Ahead of its October Nasdaq listing, Anthropic’s S-1 reveals critical financial and operational details, including revenue recognition disputes and regulatory risks.