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Scott Ortkiese Throughline Synthesis Group

Throughline Synthesis Group

Scott Ortkiese's Throughline Synthesis Articles on Substack

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Latest Issues

Meta’s AI Contracts Make Spending Cuts Costly

By Scott Ortkiese | November 4, 2026 | [email protected]

Energy and Geopolitics | Structured Finance | CEO, Faulkner Capital Holdings

Meta has signed contracts that keep it paying after management decides to spend less. As o...

3 days ago
1

An Open Letter to the People Financing and Promoting Anthropic’s IPO

Scott Ortkiese | [email protected] | October 31, 2026

Energy and Geopolitics | Structured Finance | President and CEO, Faulkner Capital Holdings

OPEN LETTER:

To Blackstone’s investors, Broadcom’s shareholders, the banks sell...

7 days ago

Anthropic’s Pending IPO: New Capital Does Not Fix a Flawed Financing Model

Get this thing done. I need to sell my economic growth fairy tales, and you need to beat the clock before the wheels fall off this AI thingy.

Scott Ortkiese | [email protected] | Houston | October 30, 2026

Author’s...

8 days ago
3

Oracle’s Project Jupiter: Their Decisions, Our Risk

Oracle’s Project Jupiter: Their Decisions, Our Risk

Scott Ortkiese | so@ Throughline Synthesis | October 28, 2026

Energy and Geopolitics | Structured Finance | President and CEO, Faulkner Capital Holdings

My analysis is for anyone...

10 days ago

Anthropic’s IPO: Who Supplies the Cash, and Who Takes the Loss?

Either way, the new Congress will not be seated until January 3, 2027.

Scott Ortkiese | Throughline Synthesis | Houston, October 23, 2026

Energy and Geopolitics | Structured Finance | President and CEO, Faulkner Capital Holdings

Anthropi...

16 days ago
1
3

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  • Throughline Synthesis Group

    Realist geopolitical analysis from the Eurasian vantage point, focusing on how empire, energy, and finance collide in Ukraine, the Middle East, and beyond as the unipolar West gives way to a more conflict‑ridden multipolar order.

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