the long article in WP format.
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OpenAI just dropped a massive $10 billion deal with Cerebras for AI chips, adding to its partnerships with Nvidia, AMD, and Broadcom. But why is the company spreading its bets so aggressively, and who might be left out in the cold? The details might surprise you...
Financial market analysis from 16/01/2026. Market conditions may have changed since publication.
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Wealth creation is an evolutionarily recent positive-sum game. Status is an old zero-sum game. Those attacking wealth creation are often just seeking status.
— Naval Ravikant
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