The 🐿️ has no interest in sounding like a posher version of the vocal AI bear, Ed Zitron. As such, this week I try to put on an objective corporate finance hat and explore valuation scenarios for th…
The Foundation Credo
The value of the 2 major foundation lab AI companies is the belief system that is propping up the entire AI capex boom. An investigation. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 31 of 2026.
