Berkshire's Abel-Era 13F Is a Filing, Not a Vibe
Berkshire's first Abel-era portfolio story begins when EDGAR posts, not when Apple theories start trending.
Theo Kaplan
Bureau: San Francisco
Cerebras Day Two Tests Whether AI Demand Can Ignore UAE Concentration
CBRS is no longer a roadshow story, and the public market now has to price an AI boom with one very concentrated customer map.
OpenAI Is the Week's Hidden Counterparty
Cerebras, Musk-Altman and Vercel look like separate stories until OpenAI appears on the other side of each risk.
Musk Versus Altman Is Not a Verdict Story Yet
The courtroom drama is loud, but the jury is advisory and Judge Gonzalez Rogers still owns the ruling that matters.
Vercel's Breach Is Now an AI-OAuth Supply-Chain Story
The useful Vercel fact is not panic about famous customers; it is OAuth trust crossing from an AI app into production infrastructure.
Prime Video Is Rebuilding Cable With Better Billing
The Apple TV and Peacock bundle is not just a discount; it is Amazon turning streaming fragmentation into channel-store power.
Lionsgate's Runway Is the Housemaid, the Library and the Missing Merger Premium
Lionsgate has to prove a standalone studio can price hits and library cash flow without a takeover story doing the work.
Vercel's Customer List Makes the Breach a Platform Story
OpenAI and Cursor appearing on Vercel's public customer map does not prove compromise, but it shows why the OAuth breach traveled so fast.
Waymo's Flood Recall Published the Fleet Number
The flooded-road recall is also a robotaxi census: 3,791 vehicles are now on the public regulatory record.
Waymo Is Outgrowing the Old Car-Recall Model
Robotaxis fail like software systems on public roads, and the recall law around them still speaks in car-era language.
China's CEO Delegation Shows What Each Company Wants
The guest list is not scenery: chips, iPhones, EVs, aircraft, finance and rare earths all had executives at the table.
Peacock's Bundle Problem Is Sports-Rights Math
Peacock did not need Amazon's shelf only for convenience; sports rights make scale a monthly bill, not a branding choice.
Lionsgate's Standalone Studio Test Belongs Beside Streaming Rebundling
Lionsgate does not need to own the living-room shelf if Amazon is teaching studios how valuable shelves have become.
Berkshire and Warsh Share One Friday Balance Sheet
Friday asks whether filings and Board seats can discipline the stories markets want to tell about Abel and Warsh.