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The $100B OpenAI–Nvidia flywheel

Sep 25, 2025

•

4 min read

The $100B OpenAI–Nvidia flywheel

Noel Moldvai
Noel Moldvai
TikTok U.S. deal closes and the return of the dodo

Sep 18, 2025

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4 min read

TikTok U.S. deal closes and the return of the dodo

Noel Moldvai
Noel Moldvai
Oracle and OpenAI strike historic $300B cloud deal

Sep 11, 2025

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3 min read

Oracle and OpenAI strike historic $300B cloud deal

Noel Moldvai
Noel Moldvai
Klarna's IPO, now in 4 easy installments

Sep 4, 2025

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4 min read

Klarna's IPO, now in 4 easy installments

Noel Moldvai
Noel Moldvai
Musk(et)s fired in the AI war

Aug 28, 2025

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4 min read

Musk(et)s fired in the AI war

Noel Moldvai
Noel Moldvai
$100B for (Data)bricks, another crypto IPO

Aug 21, 2025

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4 min read

$100B for (Data)bricks, another crypto IPO

Noel Moldvai
Noel Moldvai
Perplexity goes Chrome shopping

Aug 14, 2025

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4 min read

Perplexity goes Chrome shopping

Noel Moldvai
Noel Moldvai
AI race heats up, and Tim Cook is cooking

Aug 7, 2025

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4 min read

AI race heats up, and Tim Cook is cooking

Noel Moldvai
Noel Moldvai
Blockbuster Figma IPO arrives, who’s next?

Jul 31, 2025

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4 min read

Blockbuster Figma IPO arrives, who’s next?

Noel Moldvai
Noel Moldvai
Astronomer CEO gets Coldplay’d, Trump unleashes AI

Jul 24, 2025

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4 min read

Astronomer CEO gets Coldplay’d, Trump unleashes AI

Noel Moldvai
Noel Moldvai
Windsurf capsizes and the rise of Musk-onomy

Jul 16, 2025

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3 min read

Windsurf capsizes and the rise of Musk-onomy

Noel Moldvai
Noel Moldvai
Grok 4 with the Kim K comeback

Jul 10, 2025

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4 min read

Grok 4 with the Kim K comeback

Noel Moldvai
Noel Moldvai
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