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Some of the podcasts I listened to this weekend
Cybersecurity, AI, assistants, modular nuclear, Zuckerberg, Affirm, earnings 1/n
Whirlpool Plunges After Cutting Outlook For Third Time This Year $WHR bloomberg.com/news/articles/…
One-Day Wipeout Tops 60% For the Hardest-Hit Brazilian Stocks $EWZ bloomberg.com/news/articles/…
Pimco Scoops Up $4 Billion of Massive SpaceX AI Debt Package bloomberg.com/news/articles/…
"routinely charged customers more at the register than the prices displayed on shelves, price tags, and advertisements"
Dollar General overcharged millions at checkout for years, FTC and 20 states allege $DG cbsnews.com/news/dollar-gene…
DraftKings Faces Growing Pressure Over How It Targets Customers $DKNG nytimes.com/2026/10/26/busin…
Meta plans $95 bn stock offering to bankroll AI expansion ft.com/content/94e5a0ae-874d…
New number one nat gas producer
EQT to buy Range Resources in natural gas megadeal $EQT ft.com/content/b4526650-49b6…
Bon Secours Affiliate to Acquire Surgery Partners in $5.7 Billion Take-Private Deal wsj.com/pro/private-equity/b…
JetBlue Shares in Tailspin as High Fuel Prices Threaten Turnaround $JBLU wsj.com/business/airlines/je…
DoorDash Is in Advanced Talks to Acquire Delivery Rival Instacart $DASH $CART wsj.com/business/hospitality…
"But Magnum says Ben & Jerry’s ‘is not for sale.’"
Ben & Jerry’s Founders Have Been Exploring Deal With KKR Executive wsj.com/business/deals/ben-j…
Whirlpool Heading for Full-Year Loss as Costs Mount and Sales Fall wsj.com/business/earnings/wh…
"special purpose vehicle, which will purchase Broadcom’s XPU AI accelerators and networking solutions for Anthropic to lease"
Banks, Blackstone Form $63 Billion Financing Vehicle for Broadcom AI Tech wsj.com/tech/ai/banks-blacks…
WFH was a ZIRP thing
David Ellison's Skydance unveils employee buyout program, orders five-day return to office trib.al/ra0qkeL
Barbarian Capital retweeted
2.87% of Anthropic's Q4 revenue is coming from Claude doing the same Anthropic S-1 analysis 123,987 times today
Source: trust me, bro
Barbarian Capital retweeted
Updated Token Consumption Tracker
For Anthropic S-1 day, breaking out the surge in Ant tokens based on usage on AlphaSense
Update your models accordingly
Barbarian Capital retweeted
Ya'll, this is nuts.
Hundreds - that's right, HUNDREDS - of armed robberies between 2022 and 2024 weren't real.
They were staged by the "victims" as part of a massive immigration fraud scheme to secure U-visas for themselves and their families.
cwbchicago.com/2026/10/buckt…







