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Office meltdown deepens with dividends paid and buildings dumped at 85% loss

July 15, 2025 2:48 pmJuly 5, 2025 1:22 pm

The office space crash is not a prediction anymore. It is an ongoing implosion, slow and quiet, but undeniably real. What makes it eerie is how long it is taking. Fundamentals are broken, pricing is collapsing, and yet the largest … Read more

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OpenAI just started using Google TPUs for ChatGPT. YouTube still out-earns Netflix. Waymo logs 250k paid rides a week. Tesla robotaxi? Still vapor. GOOGL at 19x P/E.

July 15, 2025 2:50 pmJune 29, 2025 12:30 pm

OpenAI just made a move that should have every chip investor paying attention. They are now renting Google’s TPUs to help run ChatGPT. That marks the first time OpenAI has meaningfully used non-Nvidia silicon. Until now, it was all Nvidia … Read more

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