"Key Context" Substack covering AI & chips. Reached #1 new bestseller first 24 hrs Subscribe https://xitter.cf/t.co/3N2fHOXQfL Tell the truth. Be accurate. Be right
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My Substack's stock ideas performance since inception. Thanks to @marketstackfeed for independent third-party verification
Moderna leak earlier was legit.
#ESMO26: The embargo on LBA1, “INTerpath-001: Phase 3 study of the mRNA-based individualised neoantigen therapy intismeran autogene plus pembrolizumab versus pembrolizumab alone for adjuvant treatment of resected stage IIB-IV melanoma”, has been breached. As the data are now publicly available, ESMO has released the information contained in the abstract and has lifted the embargo on the full dataset.
Final OCP Global Summit numbers for 2026:
"The 2026 OCP Global Summit brought 15,000 attendees to San Jose, California, October 12–15 — a 38% increase over the 10,835 who attended in 2025."
"948 speakers and 578 sessions"
"178 total sponsors with 158 booths"
"202 media and analysts representing more than 115 organizations" including Key Context Substack!
tae kim retweeted
An Interview with OpenAI’s Richard Ho on Why Jalapeño Is a Groundbreaking AI Chip taekim.substack.com/p/an-int…
Sundar fights back!
"Trump said he considered putting his name or "America" on one of the two oceans that flank the US: the Atlantic and the Pacific."
"I spoke to a brilliant guy, Sundar. He heads all of Google," Trump said, referring to CEO Sundar Pichai. He also praised Google cofounder Sergey Brin, calling both men "totally brilliant guys," before joking that they were "still rattled from the Gulf."
Trump recounted putting his idea directly to Pichai: "Sundar, I’m thinking of the Atlantic Ocean. Can you handle it?"
"No, no, no. This time I’m not doing it," Trump quoted Pichai as replying. "Oceans are different, sir. They cover really a lot of countries. Please don't ask us to do that."
"So I'll probably pass," Trump told the crowd. "Should I pass it?" He then answered his own question: "I think let's keep it the Atlantic Ocean." businessinsider.com/trump-go…
Meta's 2027 capex and upcoming equity raise is likely to be massive. MASSIVE:
“Company’s management had orally conveyed to Special Committee Counsel and Moelis that management had previously presented three forecast cases to the Board during a regularly scheduled Board meeting in May, and that, in each case, these long-term forecasts showed the Company’s need to raise hundreds of billions of dollars over a period of several years beginning as early as fall 2026." sec.gov/ix?doc=/Archives/edg…
On further thought, if SpaceX can add this much capacity next year that's probably not good news for the AI compute businesses of major hyperscalers like Google, Amazon, and Microsoft.
More competing supply for Anthropic and friends.
The iPhone Duo reviews have been so bad/mixed, Apple might not trade like an inverse ETF today
Iphone Duo is half baked. Read this review before ordering. The initial enthusiasm on the neat opening Duo animation has faded. Hard.
It may all but disappear after the first wave of Apple fan early adopters.
This is a VERY bad iPhone experience. Most people should probably just buy an iPad Mini and hotspot it.
Iphone Duo is half baked. Read this review before ordering. The initial enthusiasm on the neat opening Duo animation has faded. Hard.
It may all but disappear after the first wave of Apple fan early adopters.
This is a VERY bad iPhone experience. Most people should probably just buy an iPad Mini and hotspot it.
It's been a lot of fun trying the Duo out for a week, but it feels like I've gotten to use an extraordinarily polished prototype — not a finished product that I'd want to buy and carry.
daringfireball.net/2026/10/t…
An Interview with OpenAI’s Richard Ho on Why Jalapeño Is a Groundbreaking AI Chip taekim.substack.com/p/an-int…
If there only was a Substack that pursued providing accurate, true, and complete information and insights to investors and readers.
Media KPIs are all about getting attention, and the best way to do that is by leveraging loss aversion to create FUD. Rising stock prices don't fit their KPIs. That's the despicable part about financial media: they charge expensive subscription fees but fail to provide the corresponding service (true, accurate, and complete information), while still treating attention as their primary KPI.
Elice is now up 68% from its IPO day low, but I don't see an article about it on top of the Bloomberg homepage or the Financial Times. Weird.
The media's top of homepage overemphasis of a sub-$1 billion market cap unimportant Korean neocloud that NO ONE HAS EVER HEARD OF to stir up fear and panic for clicks is just another example of media's lack of judgment and context.
Duo! Duet! Too confusing!
Also, posting this right before Meta (Muse) earnings is cold blooded.
What a bummer. Very sad. The studio leaves a great legacy.
EA is "shutting down BioWare"
"The next ‘Mass Effect’ will be canceled as part of the layoffs"
BREAKING: Electronic Arts is cutting 400 jobs and shutting down BioWare, the legendary development studio behind Dragon Age and Mass Effect. bloomberg.com/news/articles/…
This is how conflated, sensationalized headlines spread across the media ecosystem and the internet, creating misleading impressions and disingenuous narratives.
No one who shares these headlines understand that the figure is mainly an unimportant accounting charge, not a reflection of current business momentum.
But legacy media doesn't care. They just love the clicks.
