nancy tenglerNancy Tengler manages a fund with full allocation to memory sector via Micron; sees sustainable AI buildout with 3-5 year backlogs and is unconcerned about $350B data center capex given strong cash flows.
shrimaAuthor of The Information's reporting on OpenAI's internal projections for 220 million paid ChatGPT users by 2030 and the company's go-to-market strategy.
ken brownCovers crypto markets, stablecoins, and the intersection of digital assets with traditional finance; authored weekly finance newsletter warning on crypto winter and stablecoin systemic risk.
sarah dmanoCovers sports media rights, music licensing in sports, and AI's impact on figure skating; reported on ISU permitting AI-generated music at Winter Olympics and startup Click and Clear.