Host of the podcast (Long Strange Trip). Previously worked at PTC in the 1990s. Built HubSpot through 'founder mode' flat organization. Experimented with eliminating org charts/titles 4 years in but reverted due to lack of intelligence systems. Now exploring 'Dorsey mode' AI-centered organization.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Broadcom is creating a special purpose vehicle financed by Blackstone and Apollo to raise up to $100B in debt (senior + junior tranches) that will buy Broadcom chips for customers; Broadcom guarantees significant portion, creating circular financing where chipmaker funds its own demand.
Anthropic is acquiring Decart to maximize compute efficiency across NVIDIA, TPU, and Amazon chips, addressing a critical bottleneck as AI vendors face compute crunch ahead of a potential October IPO.
Western Digital benefits from the same memory/storage bottleneck shift as Micron, with the stock seeing enormous gains as AI infrastructure spending prioritizes storage.