How Intel's CEO Got Richer While Rescuing the Company
Intel CEO Lip-Bu Tan pitched the company's board on buying an AI startup where he serves as chairman and holds a financial stake. The board said no, citing a conflict of interest. Then a bidding war with Meta drove up the price. This is one of at least three deals where Intel has pursued companies that benefit Tan personally. We break down the Rivos situation, the SambaNova talks, and what Intel's policies actually do to manage these conflicts.
11 Dec 10min
AI Risk Is Off the Charts
At Abu Dhabi Finance Week, executives managing trillions of dollars debated whether AI stocks are worth their sky-high prices. Jenny Johnson of Franklin Templeton compared the frenzy to the gold rush. Chris Hohn of TCI said risk factors are off the charts. Stephen Schwarzman said we may need to double the electricity grid. We break down what each of them said.
11 Dec 8min
Google Gemini 3 Just Changed the AI Race
Sam Altman declared a "code red" at OpenAI after Google's Gemini 3 launched to widespread praise. Marc Benioff switched from ChatGPT after three years. We break down how OpenAI lost its lead, why its commercial expansion may have backfired, and what happens when a startup tries to out-ecosystem Google.
10 Dec 13min
Slack’s CEO Heads to OpenAI
Slack CEO Denise Dresser will become OpenAI’s chief revenue officer next week, overseeing its enterprise unit and reporting to COO Brad Lightcap, while Slack appoints chief product officer Rob Seaman as interim CEO.
10 Dec 13min
Is SpaceX Building a Phone Carrier?
A trademark filing for “Starlink Mobile,” and I break down what that name implies, how a consumer phone service could work, and the practical signals to watch if SpaceX moves from brand to launch.Join our free business community - https://stan.store/wilwaldon
9 Dec 15min
Elon wants to abolish the EU
NEW COMMUNITY - https://stan.store/wilwaldonThe EU fined X 120 million euros under the Digital Services Act for deceptive design and transparency failures, and Elon Musk responded by saying the European Union should be abolished; here’s what the decision covers, why it targets product mechanics, and what X may do next.
9 Dec 23min
"Blue Origin Sucks"
The Starship system is a fully reusable, two‑stage‑to‑orbit super heavy‑lift launch vehicle under development by SpaceX. The system is composed of a booster stage named Super Heavy and a second stage, also called "Starship".
8 Dec 8min
