The hottest Corporate Substack posts right now

And their main takeaways
Category
Top Technology Topics

Top Links 772 Private equity polarizes. South Africa's growth chances dim & the Holy Alliance as "steampunk Terminator".

Chartbook • 329 implied HN points • 17 Jun 25
💰 Finance Investments Markets Economics Corporate Private Equity
  1. Private equity is causing more division among investors. Some big firms are sticking to traditional methods, while others are trying out new strategies with insurance.
  2. South Africa's chance for economic growth is looking weaker. This raises concerns about the future for jobs and investments in the country.
  3. The topic of the 'Holy Alliance' compares it to a 'steampunk Terminator'. This likely reflects complex interactions between various powers in a rapidly changing world.

A Peek Behind the Curtain at CBS Reveals Journalism in a Death Spiral

The Take (by Jon Miltimore) • 515 implied HN points • 19 Oct 24
📰 News Journalism Media Trust Ethics Corporate
  1. Recent events at CBS have shown a lack of clear leadership and professionalism in journalism. It seems like the environment there is chaotic and not focused on real journalistic practices.
  2. Trust in media is at an all-time low, partly because of how CBS handled a situation with journalist Tony Dokoupil. He was reprimanded for asking tough questions, while another journalist was praised for preparing her interviewee in advance.
  3. The internal reactions at CBS were intense, with reports of shouting and tears. This highlights a deep dysfunction within the newsroom, which makes it hard to maintain trust in media organizations.

Intel 2024 Q4 Financials

More Than Moore • 326 implied HN points • 31 Jan 25
💼 Business Finance Technology Corporate Market Analysis Earnings Report
  1. Intel had a rough 2024 but showed some improvement in Q4, with revenue slightly up from Q3.
  2. The company is focusing on its new 18A technology and is getting funding to support its manufacturing efforts.
  3. While Intel is still facing challenges, especially in the AI and GPU market, there's cautious optimism for future products like Panther Lake and Nova Lake.

ASML 2024 Q4 Financials

More Than Moore • 280 implied HN points • 29 Jan 25
💼 Business Finance Economics Investing Corporate Market Trends
  1. ASML had a great Q4 in 2024, with revenue hitting €9.3 billion, which is a 28% increase from the previous year. This makes it their highest earning quarter ever.
  2. The company shipped a total of 132 lithography machines in Q4, marking a strong demand for their products. They even sold their first High-NA EUV systems during this time.
  3. For 2025, ASML expects to continue growing with projected revenue between €30 billion and €35 billion. They are optimistic about increased sales in the AI chip market.

Does Elon Musk Actually Want To Buy OpenAI?

Big Technology • 3127 implied HN points • 14 Feb 25
🕹 Technology AI Corporate Mergers Industry Competitors
  1. Elon Musk's recent offer to buy OpenAI for $97 billion may not be genuine; it could just be a strategy to disrupt the company. This move is raising a lot of attention and questions about his true intentions.
  2. Musk's actions seem aimed at blocking OpenAI's shift to a for-profit model, which might benefit his own AI ventures. By creating uncertainty around OpenAI's financial future, he could gain a competitive edge.
  3. The ongoing public disputes between Musk and OpenAI's leaders are creating distractions that may hinder OpenAI's progress. This drama is drawing attention away from their technological advancements and focusing it on personal feuds.
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Inside the Crisis at Google

Big Technology • 9632 implied HN points • 01 Mar 24
🕹 Technology AI Corporate Ethics Crisis Management Innovation
  1. The crisis at Google, involving controversial AI outputs, highlights significant organizational dysfunction and lack of clear accountability.
  2. The focus on culture war narratives in analyzing the crisis may overlook deeper issues within Google's operations.
  3. Google's handling of the crisis with its Gemini tool demonstrated the company's struggle with transparency and the need for significant organizational changes.

How Trump’s Tariff Threat Made Apple Jump

Common Sense with Bari Weiss • 570 implied HN points • 24 Feb 25
💼 Business Economics Corporate Trade Investment Leadership
  1. Apple plans to invest $500 billion in the U.S., which could set a trend for other companies. This is a big decision that shows they are responding to economic pressures.
  2. Trump's comments on tariffs indicate he believes they can influence business decisions, like Apple's move to invest domestically.
  3. The situation reflects how political actions can have real effects on large businesses and their investment strategies.

Corrected Headlines

Human Capitalist • 179 implied HN points • 19 Aug 24
💼 Business Workforce Corporate Trends Layoffs Recruitment
  1. News headlines often leave out important details about the people involved. It's good to dig deeper to understand the full story behind a headline.
  2. Business changes, like layoffs or expansions, greatly affect workers and communities. Keeping track of these changes helps us see the bigger picture.
  3. If you know of any interesting news stories that focus on people, sharing them can create better discussions. There's always room for more insights and stories.

Top Links 644 Buffett's filthy power plants. Inflation dynamics. Indian wars, Zazous & Pet Shop Boys

Chartbook • 371 implied HN points • 09 Feb 25
💼 Business Finance Investments Economics Energy Corporate
  1. Buffett's company, Berkshire Hathaway, runs some of the dirtiest coal power plants in the US. This highlights concerns about environmental responsibility.
  2. There are interesting discussions about inflation dynamics. Understanding these can help us navigate economic changes.
  3. The mention of Indian wars, Zazous, and Pet Shop Boys suggests a mix of cultural and historical themes worth exploring. Each has its unique impact on society.

Corrected Headlines

Human Capitalist • 19 implied HN points • 07 Oct 24
📰 News Business Workforce Trends Corporate
  1. There is often much more to a news story than what the headline says. It's important to look deeper for the real stories behind the news.
  2. Business and workforce changes impact real people. Understanding these changes can help us connect with the human side of the news.
  3. Readers are encouraged to share interesting news ideas. This helps capture stories that matter and highlights human experiences.

Top Links 587 The American tech R&D surge. The last minute trip to Angola. Missing the Merkel-Obama years & asphyxiatory violence.

Chartbook • 529 implied HN points • 14 Dec 24
🕹 Technology Research Innovation Corporate Economics Global
  1. The American tech industry has seen a big increase in research and development recently. This growth is helping to drive innovation and improve technology.
  2. There was a recent important visit to Angola, which may signify growing international ties or interests. Such trips can highlight shifts in foreign policy or economic focus.
  3. Many people are reflecting on the past leadership of Merkel and Obama. They are compared to current times, hinting at lessons learned or changes in political climate.

How We Voted in 2016 Contributed to UnitedHealth's Acquisition of Change Healthcare

HEALTH CARE un-covered • 479 implied HN points • 09 Apr 24
🇺🇸 U.S. Politics Elections Healthcare Regulation Judiciary Corporate
  1. The 2016 election had lasting effects on healthcare, influencing how major companies like UnitedHealth operate and acquire others. Our votes in elections can impact our everyday lives, including healthcare costs and data security.
  2. UnitedHealth acquired Change Healthcare despite government pushback, which raised concerns about competition and data security. The deal was approved partly because of a judge who favored business interests over regulatory caution.
  3. Big corporations, like UnitedHealth, are becoming more powerful, controlling more parts of the healthcare system. This trend can lead to increased costs and reduced patient protections, making it crucial to pay attention to political choices that affect healthcare regulations.

Notes on Chapter 26

Life Since the Baby Boom • 691 implied HN points • 14 Nov 24
🕹 Technology Internet Computing Corporate Innovation Telecommunications
  1. Grant Avery returns to the story, showcasing his journey from working with Fuji Xerox to facing challenges with global citizenship and personal relationships.
  2. Len and Dan's TV segment highlights the mixed reality of media portrayals and the success they found in pushing Internet investments, despite public misconceptions.
  3. The chapter emphasizes how big companies underestimated the Internet, thinking it was only for niche groups, while it was actually on the brink of becoming mainstream.

Top Links 578 Airline profits. Global migration. Virtue capitalists & Norwich v. the Soviet Union.

Chartbook • 500 implied HN points • 03 Dec 24
💼 Business Economics Finance Corporate Market Trends Globalization
  1. Airline profits have rebounded recently, indicating a recovery in the travel industry. This shows that more people are flying again after tough times.
  2. Global migration trends are changing, with more people moving for various reasons. This affects economies and cultures around the world.
  3. There is a discussion around 'virtue capitalists,' who focus on social values while making money, and their impact compared to historical examples like Norwich and the Soviet Union.

Top Links 607 Uncertainty in energy markets. Nike dashing for cash & the strange absence of the state.

Chartbook • 343 implied HN points • 03 Jan 25
💼 Business Finance Markets Economics Corporate Industry
  1. Energy markets are facing a lot of uncertainty right now, making it hard to predict what will happen next. This can affect prices and availability for consumers.
  2. Nike is trying to gather cash quickly, signaling possible financial issues or a need for investment. This could impact their future decisions and strategies.
  3. The government seems to be less involved in addressing current economic challenges, leaving some questions about their role and support during these times.

The ASOMOCO Top 10 (2024 Edition)

Altered States of Monetary Consciousness • 226 implied HN points • 31 Dec 24
💼 Business Economics Finance Corporate Innovation Monetary Policy
  1. Corporations use simplified interfaces to interact with people, making it easier for us to deal with their complex structures. This can give them a more relatable personality, changing how we perceive them.
  2. Billionaires are often seen as uniquely gifted individuals, but this view overlooks the collaborative efforts of many people that contribute to their success. It's important to understand the collective work behind big achievements.
  3. Surveillance is becoming normalized as companies find new, clever ways to collect our data. They often spin this as a fun experience, making people look forward to sharing their information.

Daily Chartbook #299

Daily Chartbook • 1414 implied HN points • 12 Oct 23
💰 Finance Mortgage Corporate
  1. US Weekly mortgage applications rose despite increasing rates.
  2. Percentage of outstanding 30-year mortgages have incentives for refinancing.
  3. There's a geoeconomic risk discount applied to global equity markets.

Top Links 552 Nasty bonds on underwater office buildings. Indian top earners in Germany. Avian flu & U.S. military food insecurity.

Chartbook • 286 implied HN points • 05 Nov 24
💰 Finance Bonds Investment Economics Corporate Market Trends
  1. There are problematic bonds tied to office buildings that may not hold value. This means investors could face significant losses.
  2. There are many Indian professionals earning high salaries in Germany. This indicates a strong presence of Indian talent in the German job market.
  3. Avian flu is affecting food security for U.S. military personnel. This raises concerns about the availability of safe food for those in service.

The FIRST law Elon Musk and DOGE should ask Donald Trump to dump

Unreported Truths • 54 implied HN points • 13 Dec 24
🇺🇸 U.S. Politics Government Law Corporate Surveillance Rights
  1. A new law requires companies to report their owners' information to the government. Many people think this is a bad idea because it expands government control.
  2. A judge recently ruled that this reporting requirement could be unconstitutional. He said it goes against the principles of how states manage corporate laws.
  3. Business owners could face big fines if they don’t comply with these rules. If the government doesn't drop the appeal against this ruling, many people will be unhappy.

Public Miners Raised $2B in Last Pre-Halving Quarter

Miner Weekly • 19 implied HN points • 16 May 24
💰 Finance Mining Regulation Hardware Corporate Feature
  1. Public bitcoin mining companies raised nearly $2 billion in the last pre-halving quarter, with the three largest companies accounting for a significant portion.
  2. Financing activities for public mining stocks have slowed down in the current quarter, but the investments still surpass those from the previous year's quarter.
  3. Public mining companies are holding a substantial amount of bitcoin, signaling a shift towards retaining mined assets rather than selling immediately.

Corporate site visits are a win-win

Klement on Investing • 1 implied HN point • 28 May 25
💼 Business Investing Finance Corporate Economics Market Analysis
  1. Corporate site visits help investors understand how a company works and improve trust. They can lead to more accurate forecasts and stable share prices.
  2. Aligning the company's information with investor concerns during these visits is really important. If the answers match the questions, it makes the visit more effective.
  3. Investors should take the chance to attend site visits. Even if the company can't share all the details, learning about the people and processes can help them make better investment decisions.

Coinmint’s Mining Pivot Backfires with $14M Verdict

Miner Weekly • 39 implied HN points • 15 Feb 24
💼 Business Mining Bitcoin Legal Investment Corporate
  1. Coinmint faced a $14 million verdict due to failures in a deal with chipmaker Katena, highlighting the risks in the bitcoin mining industry.
  2. The arbitration ruling detailed how Coinmint's plans to build up proprietary mining hardware backfired, leading to legal disputes and financial liabilities.
  3. The saga between Coinmint and Katena serves as a cautionary tale for aspiring bitcoin miners about the importance of meeting contractual obligations to avoid costly consequences.

Prepare for the Next Bitcoin Mining Infrastructure Boom

Miner Weekly • 59 implied HN points • 14 Dec 23
💰 Finance Bitcoin Mining Infrastructure Regulation Hardware Corporate Financial
  1. Texas is becoming a major global hub for Bitcoin mining, with plans for significant power capacity expansions.
  2. Several major mining companies are gearing up for infrastructure booms by expanding their mining power capacity in various locations.
  3. Regulation news and corporate developments, like the acquisition of power plants, showcase the ongoing growth and changes in the Bitcoin mining industry.

Hmmm, Danone

Thoughts on Writing • 419 implied HN points • 25 Oct 21
💼 Business Purpose Research Marketing Corporate Advertising
  1. The research study found that purpose-driven campaigns were less effective than non-purpose campaigns, but after filtering out 'weaker' cases, the best purpose campaigns showed more positive results.
  2. The response to the research was split, with purpose advocates emphasizing the positive findings, while purpose skeptics pointed out flaws in the methodology.
  3. The involvement of Danone in funding the purpose research highlights the importance of understanding the context and motivations behind research findings in the corporate world.

Public Miners Are HODLing Strong Again

Miner Weekly • 19 implied HN points • 11 Apr 24
💰 Finance Cryptocurrency Regulation Corporate Financial News Feature
  1. Public mining companies are holding a significant amount of Bitcoin reserves, with the top three miners accounting for 74% of the total reserves.
  2. There was a decline in the collective Bitcoin reserves held by public mining companies in the past but a major reversal occurred starting in July 2023.
  3. With the upcoming halving, it may become more challenging for mining companies to accumulate Bitcoin at a lower cost through mining operations.

Can Japan Afford To Cut Consumption Tax If It Rolls Back Corporate Tax Cuts?

Japan Economy Watch • 219 implied HN points • 17 Jun 22
💰 Finance Taxes Corporate Revenue
  1. Japan has lost a significant amount of tax revenue due to cuts in corporate taxes, impacting the budget deficit.
  2. Rolling back corporate tax cuts to mid-1990s rates could offset losses and allow for a reduction in consumption tax without affecting overall revenue.
  3. The rise in corporate profits in Japan was primarily due to wage austerity and reduced interest payments, negatively impacting consumer demand.

Messages Sent During the Plandemonium

Rounding the Earth Newsletter • 13 implied HN points • 04 Dec 24
🇺🇸 U.S. Politics Crime Health Corporate Assassination Government
  1. A CEO from one of the biggest healthcare companies in the U.S. was murdered in a very organized way. This raises questions about the motive and the circumstances surrounding the event.
  2. The assassination seems like it was planned carefully, making it hard to believe that the person behind it will be caught or punished. The case suggests deeper issues in the healthcare industry amid the ongoing pandemic.
  3. Historically, there have been other suspicious deaths among powerful leaders and executives during times of crisis. This pattern makes people wonder if these events are messages or part of a larger scheme.

Mara deleverages

Miner Weekly • 59 implied HN points • 07 Jan 23
💰 Finance Investment Corporate Regulation Debt Mining
  1. Marathon Digital adhered to its hodl strategy despite market turbulence in 2022, closing with 12,232 BTC and increased liquidity.
  2. Mara reduced revolving credit and paid off debts in December with capital injection, facing volatile stock prices.
  3. 36% of Mara's bitcoin holdings were restricted as of Dec. 31, secured against loans, with a safety net against a decrease in Bitcoin value.

[P] HSY: Applying Governance Molds

Nongaap Investing • 7 implied HN points • 19 Jan 25
💰 Finance Investing Governance Markets Economics Corporate
  1. Governance molds help organizations shape their operations effectively. This can lead to better decision-making and overall success.
  2. Investors should consider how governance practices can impact a company's performance. Good governance can mean higher returns.
  3. Applying these governance molds requires careful planning and understanding of a company's needs. It's important to tailor approaches to fit specific situations.

The Sino-US bitcoin ASIC War Begins

Miner Weekly • 19 implied HN points • 16 Nov 23
💰 Finance Mining Regulation Hardware Corporate Feature
  1. Bitcoin's network growth is increasing production costs for mining companies as the halving event nears.
  2. Major mining firms are experiencing both increased and decreased costs of bitcoin production in Q3 compared to Q2.
  3. There is a brewing competition between Sino-U.S. companies in the bitcoin ASIC industry as new equipment is rolled out to meet demands and sustain operations.

This company mined bitcoin for free in Q3

Miner Weekly • 19 implied HN points • 09 Nov 23
💰 Finance Earnings Regulation Hardware Corporate Financial
  1. Bitcoin's price and hashprice have been on the rise, showcasing a positive trend in the market.
  2. Several mining companies found success through industry consolidation amid challenges faced by others in the past year.
  3. Riot Platforms effectively mined bitcoin for free in Q3 by leveraging power curtailment credits, showcasing innovative cost-saving methods in the mining industry.