Scott Sigal

I learned that Kelly doesn’t think in outputs. For him, doing is part of learning. “I don’t really pursue a destination,” he said. “I pursue a direction.”

Nvidia’s Record Boom Looks Like Growth Until You Follow the Loop

What’s happening: Nvidia booked $57 billion in quarterly revenue, with 61% coming from just four customers. The company won’t name them, but the market already knows the faces: CoreWeave, Nebius and Lambda— the poster children of the new Neocloud order. These startups buy Nvidia chips... See more

Picture this: It’s 1933. The League of Nations is struggling for legitimacy as Germany and Japan withdraw, driven by swelling imperial ambitions. The international order is fracturing, giving way to what Bridgewater Associates founder Ray Dalio calls “the law of the jungle,” where raw power, not diplomacy, determines global outcomes. Dalio predicts... See more