Meta's Eight Thousand-Cut Round Is The Price Of Its AI Capex
Meta is not just cutting workers, it is repricing labor against a $145 billion AI buildout.
Theo Kaplan
Bureau: San Francisco
Abel Cut Berkshire's Portfolio Before He Explained It
Greg Abel's first Berkshire explanation is still a filing, and the trades are talking before he does.
The Musk-Altman Verdict Was A Calendar Receipt
Musk lost on timing, which is exactly why the OpenAI fight can keep living outside the courtroom.
Cerebras Fell After The Pop And The Concentration Question Survived
Cerebras got its AI IPO party, then the stock tape asked the customer question again.
Vercel Made OAuth A Customer-Architecture Problem
The Vercel breach is less about one vendor's apology than every customer's OAuth grants and secret storage.
Waymo's Flood Recall Is A Federal Filing, Not A Vibe Check
Waymo's flooded-lane recall is defined by NHTSA's population, defect, chronology, and interim remedy.
Lululemon Told Shareholders Chip Wilson Is The Turnaround Risk
Lululemon's founder fight is now a governance story about board seats, margins, and who gets to define the brand.
Apple Stayed Put While Abel Changed Almost Everything Else
Berkshire's loudest succession signal was the stock Greg Abel did not sell.