DealBook
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New York Times columnist @andrewrsorkin and his colleagues help make sense of major business and policy news — and the power-brokers who shape them.
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In today’s DealBook: @m_delamerced and @srimuppidi on Huang’s ouster and its repercussions beyond Silicon Valley; @nikogallogly on what may be next for the central bank of AI; America’s housing slump hits a new low; and more
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In today’s DealBook: @srimuppidi and @m_delamerced on imagining Nvidia without Jensen Huang; what’s driving the neocloud rally — and questions about whether it can last; remembering Richard Posner; and more
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In today’s DealBook: @srimuppidi on Anthropic’s IPO underscoring the clubby world of AI; how the Nvidia scandal could upend AI regulation; @m_delamerced scoops Ro’s growth arc and asks what’s next for the company; and more
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In today’s DealBook: @m_delamerced on the repercussions from Nvidia’s spy scandal; @bernhardwarner on the Nvidia turmoil adding to market uncertainty; a rescinded White House job offers throws Dana White (and investors) for a loop; and more
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In today’s DealBook: @bernhardwarner on what next after a $2.5 trillion tech rout; @nikogallogly + @srimuppidi on OpenAI backers press the brakes; Wall Street braces for a new enforcer, Sen. Elizabeth Warren; @PeterJEavis on controversy at Union Pacific.
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Texas has spent years cultivating its image as business friendly bastion. Elon Musk, Jason Calacanis and David Sacks all decamped (among many others).
That reputation made it a prime destination for the data center buildout. But Tuesday's Democratic shows Texas' laissez-faire approach had limitations — as data-center backlash fueled Gina Hinojosa's win.
What happens to TX now?
My story in DealBook today.
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In today’s DealBook: @nikogallogly on how a blue sweep could upend Texas’s pro-business stance; why the Democrats’ control of congress is prompting a stock and bond rally; @srimuppidi on the great data center reckoning; and more.
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In today’s DealBook: @bernhardwarner breaks down the business fallout from the blue wave; the prediction markets’ big night; @nikogallogly on Big Tech taps the European bond market; how hackers duped a Binance engineer; and more.
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In today’s DealBook: @bernhardwarner breaks down the potential business and policy ramifications from a blue wave; @srimuppidi and @KalleyHuang on Anthropic’s latest eye-popping financials; Apple’s growth machine shows signs of slowing; and more.
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In today’s DealBook: @bernhardwarner on the cracks in the AI borrowing binge; tech donors dominate the U.S. midterms; a tax break for FIFA’s Infantino?; @footnoted’s Michelle Leder on AI’s scary new buzzword; and more.
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In today’s DealBook: the tech rout continues, putting the AI trade in doubt; @srimuppidi @laurenshirsch @nikogallogly dig into Anthropic’s financials; @bernhardwarner on the $6.3 billion crypto caper that is rocking the industry; and more.
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In today’s DealBook: @bernhardwarner + @ianmount on Microsoft’s solid AI report card; the Fed’s new “strategy” meeting agenda; @laurenamccarth scoops Kalshi’s big fundraising; was Nvidia the target of a spy plot?; and more.
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In today’s DealBook: @bernhardwarner breaks down the big questions facing the AI hyperscalers; @sarahfkessler scoops a new legal AI start-up from Biden’s antitrust enforcers; inside the expensive campaign to defeat California’s billionaire tax; and more.
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In today’s DealBook: @bernhardwarner on Musk’s ominous warning for neoclouds; Elizabeth Olson on star lawyers departing a Big Law behemoth; hidden Russian money mars an Alaskan energy project; and more.
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In today’s DealBook: @bernhardwarner on tech jitters rattle the market; Trump’s call to Elon Musk on Starlink; @srimuppidi on how AI’s inference providers are securing computing power; @m_delamerced on an AI start-up looking to disrupt accounting; + more.
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In today’s DealBook: @m_delamerced on Mark Zuckerberg’s big deal to stay in California; @nikogallogly on Meta’s rapidly growing AI spend unnerving investors; @srimuppidi and @bernhardwarner on the race to patch up vulnerable websites; and more
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In today’s DealBook: @m_delamerced on SpaceX boosting the AI rally and weighinga Tesla deal; @sarahfkessler scoops Legora raising money; Netflix, GM and United disappoint investors; @nikogallogly scoops Erebor’s latest fundraising; and more.
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In today’s DealBook: @brianbokeefe + @m_delamerced on big questions facing SpaceX, including Tesla deal rumors; @vivwalt on turmoil in France rattling investors; @nikogallogly on tokenized stocks; @srimuppidi scoops funding for the AI start-up Arda; + more
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"It's a real weakness to want to be liked," @elonmusk told @andrewrsorkin at the 2023 DealBook Summit.
Hear more insights from top business leaders at the annual DealBook Summit, back November 18.
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