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Dispatches from the earnings trenches

Alex's Personal Blog • 0 implied HN points • 16 Jul 25
💼 Business Investments
  1. Firefly Aerospace is planning to go public soon, and it builds small rockets for space launches. It has a big backlog of contracts, showing there's strong demand for its services.
  2. JP Morgan mentioned that businesses need to adapt to new economic conditions, like inflation and tariffs, as they impact hiring and investments. Companies are trying to move on and make decisions despite uncertainties.
  3. OpenAI remains flexible and innovative, even with its rapid growth. A recent employee shared insights showing that the company is not bogged down by internal issues, which is good news for its future.

The year is 3812, and Databricks is raising a Series Z-4

Alex's Personal Blog • 0 implied HN points • 18 Nov 25
💼 Business Investments
  1. Klarna had a strong first earnings report, with higher revenue than expected, showing that tech companies can grow while keeping costs stable.
  2. The value of Bitcoin dropped below $90,000, indicating a rough time for cryptocurrency markets.
  3. Databricks is looking to raise more funds privately, which raises questions about why it's staying out of public markets despite impressive growth.