The Wall Street Skinny
The Wall Street Skinny, Kristen Kelly, Jennifer SaarbachWe quit Morgan Stanley to put our Princeton English and Brown Engineering degrees to work breaking down Finance, Tech and Business. From hand-drawn diagrams to 10-page deep dives to hour-long conversations. Join over half a million people.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 107 | Founded | a year ago | Last Issue | 17 days ago |
| Active | |||||
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thewallstreetskinny.substack.comLatest Issues
Will NVIDIA’s New Kill Switch Save Us from Rogue AI?
The status of humanity’s current plan to keep AI from turning us into meat batteries.
In 2025, NVIDIA’s chief security officer wrote an essay called “No Backdoors. No Kill Switches. No Spyware”, pledging to never embed a “kill switch” — a...
Scott Bessent is doing the OPPOSITE of what made him a fortune. Is it working?
FX interventions explained...and graded.
When it comes to Scott Bessent and the U.S. Treasury, the theme of the past 2 months has been “intervention”. Those with long memories point to Bessent’s earlier critiques of Janet Yellen, arguing t...
How Will Anthropic Justify a $2 Trillion Valuation?
Here’s Exactly How the LLMs Work and Who Pays for What
Anthropic and OpenAI are gearing up to go public. In anticipation of what’s expected to be (in Anthropic’s case) one of the largest IPOs of all time [see HERE], we are doing a deep div...
I got the chance to ask Scott Bessent ONE QUESTION.
His answer convinced me that EVERYONE IS WRONG about the bond market.
I got a chance to ask U.S. Treasury Secretary Scott Bessent one question this week.
“Is this the next Madoff?”
Why the $12.5 billion Lakers sale is ACTUALLY the craziest private credit scandal of the year.
I got a text last week from one of Wall Street’s most well-connected and influential power brokers in the entertainment and sports space saying:...
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Finance. Business. Tech. Insider-level deal analysis and market breakdowns you won't find in the financial press, from your trusted Wall Street besties. Join over half a million people in our community for the most fun and in-depth analysis yet.
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