What the Sellers Know
Meta is selling its compute. OpenAI won't sell its shares — except to the government. Reading the AI trade through what insiders do, not what they say.
Peter Lupoff
Peter is an investor and educator. Partner, Beatrice Advisors Multi-Family Office, Special Lecturer, UC Berkeley Haas School of Business
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Latest posts
The Unfalsifiable Decade
SpaceX, OpenAI, and Anthropic stayed private long enough to become the market’s central thesis. Now they must show their work.
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Running on Empty
The Arithmetic of Borrowed Barrels
The Garden, the Knicks, Our Joy, are the Last Things in New York That are not About Him
On Monday night, Donald Trump will sit courtside for Game 3 of the NBA Finals. He is not coming as a fan. He is coming because a city that agrees on something is a city he cannot use.
The Genie and the Grid
We are committed to AI. We are not serious about winning.
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The war may accomplish what climate science couldn't: the global clean energy transition.
The Consent Deficit - How America's Deregulatory Maximalism May Be Losing the AI Race It Thinks It's Running
When a government says, in effect, "we will not regulate this technology; we will let the industry self-govern," it is not creating neutrality. It is making a choice - not a good one.
War, People, and Planet
The Costs We Refuse to Count
The Moral Obscenity of Denial: On the Repeal of the Endangerment Finding
The Trump Administration is Set to Attempt to Roll Back Landmark Science-Based Climate Legislation