⛵ Goldman Unmasks China Humanoids
Plus: Waymo Hits the Freeway, US Banking 2.0 Era
Daily Rundown
⛵ Masayoshi Son Shockwave
Plus: TSMC’s Slowdown, A New Bull Run
⛵ Buffett’s Last Letter
Plus: Meta’s $600B Dream, OpenAI Wants Credits
⛵ Next Legacy Business
Plus: Rivian Lacks the Ambition, Peloton Breaks a Sweat Again
⛵ Star Wars 2.0
Plus: Meta Spooks Investors, $1 Trillion Pay Package
⛵ The $70B AI Crush
Plus: Google Surrenders to Epic, Pinterest Loses Billions