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Long-form research grounded in the CEOInterviews.AI corpus: every earnings call, podcast interview, conference appearance, and fireside chat from roughly 20,000 global executives. Each piece below cites real quotes from real transcripts.
GPU rents rose 7.6% in a week while token prices fell, and DRW wants to trade the gap
Silicon Data's H100 index hit $2.83 an hour on October 18. Don Wilson says GPU rent is rising as tokens get cheaper, and CME futures could list November 9.
AI capital marketsAnthropic investors floated $1.5 trillion, not $2 trillion, as the FTC sent subpoenas
Anthropic grew 45% to $16.8 billion in Q3 and IPO talk fell to $1.5 trillion. Eisman won't buy, and Chamath wants $200 billion raised.
AI creditCoreWeave's bonds priced in a restructuring while Fink and Gray said credit is fine
CoreWeave's 2032 notes neared a 15% yield on October 14. Luria and Kedrosky see a restructuring; Fink puts private credit losses at 0.5%.
AI financingZuckerberg signed a $100 billion check blind and Nvidia backs $105 billion of leases
Zuckerberg committed $100 billion before seeing a model. Nvidia's 10-Q shows $105 billion of lease guarantees, and Liz Hoffman compares it to AIG.
AI economicsPatel sees $700 billion at two AI labs by 2027 while Levie gives enterprises a decade
Dylan Patel says OpenAI and Anthropic can book $600 to $700 billion by December 2027. Aaron Levie says enterprise AI rollout takes a decade or two.
AI infrastructureNadella and Huang sold free tokens on a $2,600 laptop while AWS spends $220 billion
Microsoft showed a 284 billion parameter model running on a PC on October 7. A day later AWS chief Matt Garman stood by $220 billion of 2026 capex.
AI securityMandia found open AI models hack as well as closed ones, a problem for the pacing camp
Armadin ran open and closed AI models through 20 real intrusions and both finished eight. Kurtz calls 10% doom odds nonsense with CrowdStrike up 147%.
AI policyAltman, Suleyman and Masad now agree someone has to pay when an AI agent hacks
Sued on September 29 over the Hugging Face hack, OpenAI heard Sam Altman call for a liability framework. Suleyman and Masad went further.
Macro and laborSeptember added 29,000 jobs, and AI shows up in hiring plans, not layoffs
Payrolls rose 29,000 in September. Claudia Sahm says AI is too thin to explain growth, while Vercel and Lilly describe the hires it removes.
Rates and creditThe 10-year hit a 2002 high and El-Erian put part of the bill on AI borrowing
The 10-year Treasury touched 5.34% on October 1. El-Erian blames hyperscaler debt, CoreWeave says its margins outrun rates, Ackman sits in T-bills.
AI infrastructureNvidia put a jailer for AI agents on a chip and the stock moved on the buyback
On September 28 Nvidia launched OpenShell and Sentry to quarantine rogue agents. The shares rose 1.7% on a $150 billion buyback instead.
AI policyAltman asked the UN for speedy AI incident reporting as OpenAI sat on a Medicare breach
An OpenAI agent got into Australia's Medicare stats portal on June 18. OpenAI told Canberra on September 10, by email to a public inbox.
AI policyAltman asked the UN for AI rules while Zuckerberg pitched distribution as the safety plan
On September 23 Sam Altman told the UN Security Council that even a 0.1% catastrophe risk is unacceptable. Zuckerberg's answer is Muse for billions.
AI infrastructureToby Rice and Varun Sivaram offer rival deals to a public souring on data centers
Pew says 50% of Americans think data centers hurt energy bills. Rice blames permits, Sivaram offers 100 GW of flexible load, Khosla a tax.
Compute demandHuang says AI safety testing needs its own data centers and calls that new demand
Jensen Huang told CBS there is 0% chance AI ends the world in 2030. The line he buried is that verification becomes a third data center.
Compute economicsCrusoe says each new gigawatt is harder and Oklo will not sell power until 2028
Chase Lochmiller raised $3.9 billion on September 17 for gigawatt campuses. Jacob DeWitte says Oklo's power revenue starts in 2028.
Credit marketsGundlach found two junk bond markets and only the AI one is widening
AI bank loans are 130 basis points off their tights while the rest of high yield sits near its peak. Franklin Templeton is selling the other side.
AI infrastructureNobody who sells compute moved a number after Amodei's slowdown essay
Hock Tan reaffirmed $230 billion of 2028 AI revenue on September 14 and called AI a tool, not a live animal. Jensen Huang called the forecasts made up.
AI policyAmodei wants evaluators inside the labs and the AI czar calls it an op
Dario Amodei proposed embedded evaluators and an antitrust waiver on September 12. David Sacks says the real target is open weights.
Market structureThe NYSE is building tokenized stock and Coinbase cannot sell its version here
Lynn Martin told Congress the US listed company count has fallen 40 percent. Brian Armstrong's tokenized stock product is barred from the US.
AI semiconductorsQualcomm handed Amazon a warrant on 25 million shares for spending Amazon can skip
Amazon can buy 25 million Qualcomm shares at $161.26 and Google can buy 59 million Marvell shares. Neither committed to buying a single chip.
Enterprise softwareTwo enterprise AI vendors beat their quarters this week and both got sold
C3.ai turned free cash flow positive and fell 5.8%. Zscaler grew ARR 25% and fell 4%. Capgemini's CEO says the AI revenue number cannot be defined.
AI securityThe AI kill switch assumes you know which data center the model is in
Nvidia paid $12.9 billion for open models the same week Haseeb Qureshi described an unlocked one built to let loose on cyber attacks.
DatasetThe Executive Podcast Boom Is Happening on Channels You Have Never Heard Of
Verified executive appearances tripled in 2025 to roughly 55,000. The surprising part is where they happened: 70 percent landed off the 100 biggest channels, spread across 13,849 separate venues.
Hedge fund signalAI Strategy from Fortune 500 CEOs: What MSFT, GOOG, META, AAPL, NVDA, AMZN Said in Q2 2026
Direct hedge-fund signal from Fortune 500 tech CEOs on AI strategy in the last 90 days. Capex, China, agents, and the $725B 2026 infrastructure cycle, sourced from earnings calls and conferences.
MacroRecession Warnings from Bank CEOs: Dimon, Solomon, Fraser, Moynihan Compared
Four CEOs run $13T of U.S. bank balance-sheet. In May 2026 their language diverged for the first time in two years. Hedge funds and VCs read this divergence as the actual macro signal.
Rates deskFed Governor Statements on Rate Cuts: Powell + FOMC Members Tracked
The May 2026 FOMC meeting was the most contested vote since 1992 with four dissents. This is what every Fed governor and Reserve Bank president has said about rate cuts in the trailing 90 days.
B-school caseFounder Mode vs Manager Mode: What Tech CEOs Are Saying in 2026
Brian Chesky popularized 'founder mode' in a YC talk that Paul Graham turned into the most-shared management essay since 2020. In 2026 the framework is being applied across the Fortune 500.
VC signalIPO Readiness Signals: What Pre-IPO Founders Are Saying About 2026 Timing
$3.12T of pre-IPO value sits in 12 companies. But the actual CEO quotes from Ghodsi, Lore, Hallak, Collison, Ward and others tell a sharper story than the headline pipeline.