Plus: AI and the next phase of the software cycle and how to build charisma.
Plus: Morgan Stanley is laying off 2,500 employees, Apple drops $599 MacBook, and Nvidia done investing in OpenAI?
Plus: Capital Group, KKR launch first PE fund for everyday investors, Blackstone employees buying the private credit dip, and Anduril valued at $16B in a round led by a16z/Thrive.
Plus: Dimon says AI could shrink the workweek to four days, oil prices jump most since 2022, Zuck buys $170M Miami house, and the most socially useful way to spend a $1B.
Plus: Trump blacklists Anthropic, OpenAI raises $110B at $730B valuation, Moelis banker to plead guilty in insider trading case, and 42% of restaurants did not turn a profit last year.
Plus: Netflix bows out of WBD deal, Nvidia sinks 5% despite beating earnings, and are we seeing 2008 vibes from private credit?
Plus: Another Nvidia earnings beat, UBS warns private credit default rates could hit 15%, and private equity’s risky $1.1 billion bet on hospice care.
Plus: Jane Street accused of insider trading, AI can predict 71% of active fund trades, Anthropic coming after Wall Street, and does an MBA still deliver a return on investment?
Plus: Private equity's worst year since 2008, activists circling Blue Owl, and the NYC dating events where women pay $100, men pay $0, and women still outnumber men 3 to 1.
Plus: Anthropic rekt cybersecurity stocks, Equinox’s $40k/year membership has a 1,000+ person waitlist, and Centerview settled lawsuit over junior banker hours.
Plus: Blue Owl restricts withdrawals, Elizabeth Warren weighs in, Amazon becomes world’s biggest company by sales, and how much hedge fund managers made in 2025.
Plus: U.S. stocks stumble to their worst relative start since 1995, Super Bowl winners hit the market for $10B, David Solomon warms to Bitcoin, and JPMorgan keeps expanding.
