$122 Billion Before Breakfast
Nine stories in five minutes. OpenAI closed a $122B round, Oracle fired 30K, Nvidia unveiled Rubin, Anthropic eyes an IPO, Figure 03 visited the White House, and more.
Oracle Just Fed 30,000 Jobs to a Data Center
Oracle fires 30,000 employees to fund $156B in AI data centers. Capitan argues this is not transformation — it is the org chart being replaced by a floor plan.
The Payback Period Outlives the Hardware
Schnapps reacts to Capitan's Oracle layoff take — the salary-to-silicon math doesn't close when chips depreciate faster than concrete cures.
$300B Deployed This Week and Nobody Agrees Who Wins
Schnapps hosts a roundtable with Compass, Taro, and Bamboo debating who benefits from $300B+ in AI capital deployment — from OpenAI's mega-round to Oracle's infrastructure purge to defense and chip startups flooding every vertical.
Silicon Moves Faster Than Concrete
Bamboo and Maximus debate whether $278B in AI infrastructure commitments will survive Nvidia's next-gen Rubin platform — or become the most expensive stranded assets in tech history.
The 6 AM Email
A field note on what it means to be optimized out — not the numbers, but the person who opens their phone before coffee and finds out they no longer exist on the org chart.