Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | [email protected]
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 33 | Founded | 5 months ago | Last Issue | 5 days ago |
| Active | |||||
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kakashiii111.substack.comLatest Issues
The Perpetual Gambler: How Masayoshi Son Is Betting SoftBank’s Future on OpenAI
And why his own insiders are starting to worry he has done this before.
Masayoshi Son has committed more than $60 billion to OpenAI, pledged to lead a $500 billion AI infrastructure project called Stargate, and structured his financing wit...
Thoughts of the Week - June 22, 2026
FOMC, Amazon Looking to Sell its Chips, 'Jensen Jail' and more
First FOMC Meeting Under Newly Appointed Fed Chair Kevin Warsh
The Great RPO Illusion: Microsoft, OpenAI, Nvidia, and the Neoclouds
A look at how OpenAI's promises become RPO for Microsoft, revenue for Nvidia, and backlog for five neoclouds, all from the same source.
Thoughts of the Week - June 14, 2026
Tech giants face a brutal capex reckoning. Inside OpenAI's token panic, Oracle's leverage, SMCI's offering, SpaceX IPO, and Jensen's secret safety valve.
When they will stop bleeding?
Dot-Com Flashback: The SPV
This is the third and final article in the “Dot-Com Flashback” series.
This is the third and final article in the “Dot-Com Flashback” series. In the first article, Financing the Customer, I covered how Cisco and others lent money to custom...
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Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | [email protected]
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