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▶ 2:44 · $META · Meta Settles Addiction Suits, Tim Cook Signs Off After 15 Years, OpenAI’s Jalapeño Chip | Diet TBPN

now playing · $META

Meta's $18B addiction settlement equals just 2.4% of US revenue vs tobacco's 17.5%

The settlement is financially immaterial for Meta at 2.4% of domestic revenue versus 17.5% for tobacco, lacks inflation adjustment, and poses minimal revenue risk since teens don'…

$AAPL···bullish· mediumjohn coogan

Tim Cook exits after 15 years; Apple's AI strategy bets on M6 chip hardware not Neoclouds

Tim Cook navigated political and supply chain risks flawlessly, services are a money-printing machine, and Apple's AI win will come from powerful on-device hardware (M6 chip) enab…

$OPENAIbullish· highjohn coogan

OpenAI's Jalapeno inference chip beats Nvidia Blackwell 1.5-1.9x perf/watt with 1.7-3.6x lower latency

OpenAI's first-gen custom inference chip (Jalapeno) outperforms Nvidia's GB200/GB300 on throughput per watt and latency, with a 10GW Broadcom manufacturing deal through 2029, acce…

$AVGO···bullish· mediumjohn coogan

Broadcom lands 10GW OpenAI custom chip deal through 2029, 5x current compute

Broadcom secured a massive 10GW custom accelerator deal with OpenAI deploying from 2H 2026 through 2029, representing roughly 5x OpenAI's current operational compute, signaling ag…

$INSTINCTbearish· mediumjohn coogan

Instinct raises $350M at $2.5B valuation in 4 months; hosts wary of VC hype cycle

Instinct's $2.5B valuation at 4 months old prices in massive success for an always-on AI assistant, but historical VC hype cycles (Clubhouse, Superhuman) suggest caution until pro…

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