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Deep tech and money.
What you'll learnWhere deep tech meets finance: who pays for AI data centers and chips, what the debt and deals behind them look like, and what it means for markets. Every number from filings and official data.
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Economics · Oct 25, 2026 · 10 min
Hegseth's Polymarket memo: 3 wallets turned $41K into $334K on Maduro
Hegseth's betting memo is 10 months late. Polymarket's ledger shows 3 uncharged wallets turned $40,770 into $333,545 the night of the Maduro raid.
Deep tech and money · Oct 25, 2026 · 8 min
SoftBank's $50B Malaysia pledge is 3.5x the cash it holds
SoftBank's $50B Malaysia pledge vs its own books: $14.2B of cash, $18.5B already spoken for, and an Arm stake down $133B since June. Son's pledges...
Deep tech and money · Oct 25, 2026 · 8 min
iPhone Duo screen repair costs $999, half the phone. Samsung: $579
Apple's own price tool: a cracked iPhone Duo inner screen costs $999 to fix, 50% of the phone and 3x an iPhone 18 Pro screen. Samsung's Fold8: $579.
Deep tech and money · Oct 25, 2026 · 9 min
RAM prices up 429%: Micron makes 90% margins on your PC memory
RAM kits cost 5x last year. Micron's own filing shows why: its PC and phone memory unit ran a 90% gross margin, beating its AI cloud unit's 83%.
Deep tech and money · Oct 25, 2026 · 8 min
Tesla-SpaceX merger: Tesla's cash would fund xAI's $40B GPU bill
SpaceX burned $35B of free cash in 9 months, $40B of capex on xAI. Tesla made +$1.9B and holds $45.4B. The filings say who a merger really pays for.
Deep tech and money · Oct 25, 2026 · 7 min
Anthropic Elvis lawsuit: $41M ask, 7 minutes of revenue at book rate
Elvis's catalog owner wants $41.1M from Anthropic for 274 songs. At the rate it paid authors, that is $851,885: 6.7 minutes of its Q3 revenue.
Deep tech and money · Oct 25, 2026 · 9 min
Trump's $20,000 data center check: Meta's $10,000 was teacher pay
Trump says data centers should pay residents $20,000 each. We priced it: 0.8% of Meta's Louisiana build, 45.8% of a Georgia one. His $10,000 was...
Deep tech and money · Oct 25, 2026 · 9 min
mRNA cancer vaccine works. China now runs 58% of the new trials
Moderna's mRNA cancer vaccine cut melanoma recurrence or death 42%. Our trial count: China runs 47 of 81 new mRNA cancer trials since 2023, up from 5...
Deep tech and money · Oct 25, 2026 · 7 min
DeepSeek's $15B round: 5% of OpenAI's price, 22% of its API bill
DeepSeek raised about $15B at a $75B ask, 5% of OpenAI's $1.4T, two days after a US ban. Its API runs 22% of GPT-5.6 Sol's price at peak, 11%...
Deep tech and money · Oct 25, 2026 · 9 min
SpaceX's $40B Nvidia chip debt costs 8.3%. Apollo is the lender
SpaceX paid 5.35% in June. Its $40B Nvidia chip debt reportedly prices at 7.75-8.3%, above the junk index, costing $3.3B a year vs $1.7B of AI profit.
Deep tech and money · Oct 25, 2026 · 10 min
Consumer sentiment record low: 44.8 while Nasdaq hit a record
Consumer sentiment hit 44.8 in May, a 74-year record low, the month Nasdaq set a record. 48 years of data: that split never happened before. Gas is...
Deep tech and money · Oct 25, 2026 · 8 min
KOSPI target cut to 9,000: Korea is priced for a 65% chip crash
Goldman cut its KOSPI target to 9,000 after a 39% fall. Micron's filings say memory busts cut profit 90%, so the 65% drop priced in is the gentle...
Deep tech and money · Oct 25, 2026 · 9 min
GPU depreciation: Big Tech says 6 years, a 2020 A100 rents for $0.74
Big Tech depreciates $748B of servers over 6 years. Our live pull: a 2020 A100 rents for $0.74/hr, 6.9% of a B200. At 3 years, $120B of profit goes.
Deep tech and money · Oct 25, 2026 · 10 min
JetBlue bankruptcy watch: DOJ blocked Spirit, fares rose 28% anyway
JetBlue creditors hired restructuring advisers. It lost $4.17B since 2019, debt is up 3.8x, and fares rose 27.8% after the DOJ blocked its Spirit...
Deep tech and money · Oct 25, 2026 · 8 min
Nvidia's $2,000-per-GPU software fee: rent on a stack vLLM gives away
Huang put Nvidia's agent software at about $2,000 per GPU a year: $0.23 an hour, 5.7% of H100 rent. Its own filings show a $3.6B subscription book.
Deep tech and money · Oct 25, 2026 · 8 min
Household stock allocation hits 48%. The 1999 record paid -1% a year
US households hold 48.2% of financial assets in stocks, past the 38.7% dot-com top. 64 years of data: high allocation, weak decade. The top 10% own...
Deep tech and money · Oct 25, 2026 · 8 min
Elon Musk's midterm bill: $446M. SpaceX's federal take: 13x that
Elon Musk filed $445.7M in political gifts since 2025, $224.5M in September alone. SpaceX got $5.97B in federal contracts in two years: 13x.
Deep tech and money · Oct 25, 2026 · 9 min
Nvidia backstops: $288B on the hook while its neocloud borrowers crack
Nvidia now holds, owes or guarantees $288B in the AI buildout, 5.3x January. CoreWeave burned $17.7B and fell 38% in October. Our full SEC pull.
AI industry · Oct 25, 2026 · 11 min
ICE robot dogs: a $1.3M no-bid deal as ICE no-bid spending hits $2.1B
ICE bought 4 Boston Dynamics robot dogs for $1.3M with 1 offer and no competition, from its firearms office. Its no-bid spending hit $2.09B, up 5.4x.
Deep tech and money · Oct 25, 2026 · 10 min
Big Tech earnings week: 4 of 5 AI spenders burn cash, $1.2T waits
Before Oct 28-29 earnings: Meta, Alphabet, Amazon and Oracle all posted negative free cash flow. Microsoft didn't, but has $329.1B of leases waiting.
Deep tech and money · Oct 25, 2026 · 10 min
American Express layoffs: 5% cut for AI after $5.5B in buybacks
Amex is cutting 5% of staff 'to prepare for AI' after a $3.7B quarter. It spent $5.5B on buybacks. 21% of layoff filings now cite AI, up from 1.3%.
Deep tech and money · Oct 25, 2026 · 9 min
Cash App fraud: 7,705 complaints to the CFPB, 4 got money back
We pulled all 72,623 CFPB complaints naming Cash App's owner Block. 129 got money back. Of 7,705 fraud complaints, 4 did. PayPal refunded 21%.
Deep tech and money · Oct 25, 2026 · 8 min
Qwen3.8-27B vs Fable 5: same coding score, 21 prices vs one
Five Qwen3.8-27B workers scored 92.4% vs Fable 5 at 90.4% on hard code. We priced the run at 21 hosts: $9 to $60, all under Fable 5's $61.11.
Deep tech and money · Oct 25, 2026 · 11 min
eMudhra revoked certificates: 403 India gov sites still serve them
6 days after eMudhra's mass revocation, 403 Indian gov hosts still serve a revoked cert and 341 got a new eMudhra one. Chrome carries 0 of 11,646...
Deep tech and money · Oct 25, 2026 · 9 min
Anthropic IPO: 79 SPVs raised $198M. Anthropic says SPVs are void
SEC filings show 79 SPVs named Anthropic raised $198M from 2,418 investors before its IPO. Anthropic says SPV transfers are void. Who got paid, who...
Deep tech and money · Oct 25, 2026 · 8 min
Denmark ditched Microsoft? 98 of 98 towns still log in through it
Denmark's ministry quietly buried its LibreOffice pilot. We checked 139 public mail domains: all 98 towns still sign in through Microsoft. Free CSV.
Deep tech and money · Oct 25, 2026 · 10 min
Flock camera map: its own inventory lists 214,073 devices, not 120K
Flock's own inventory lists 214,073 devices in service and 83,427 planned, vs a public 120,000. Volunteers had already pinned 68%. Georgia leads...
Deep tech and money · Oct 25, 2026 · 9 min
Cerebras stock is 40% under its IPO. Its $25.4B backlog isn't
Cerebras closed at $110.82, 40% under its $185 IPO, and is now worth about its $25.4B backlog. The 10-Q shows why: 14% margin, OpenAI warrant, a Nov...
Deep tech and money · Oct 25, 2026 · 9 min
Border phone searches hit a record 19,732. Travel didn't grow
CBP searched 19,732 travelers' devices in Apr-Jun 2026, a record, while traffic fell 0.3%. Citizens up 57%. Cellebrite's border pay doubled. Free CSV.
Deep tech and money · Oct 25, 2026 · 12 min
PHP Foundation: 69% of the web, $645K a year, and Laravel just left
PHP runs 69.2% of websites. Its foundation got $645K in 2025, spent $784K, and $17.95 per million installs. Laravel raised $57M and is now a Past...
Games · Oct 25, 2026 · 8 min
Xbox said no to Netflix's $500M. One Minecraft movie made $960M
Netflix offered $500M for 7 years of Xbox IP, 3.7 days of its revenue. A Minecraft Movie alone grossed $960M. Game films just had their best era...
Deep tech and money · Oct 25, 2026 · 8 min
RTX 5090 China AI conversions: Nvidia's China sales doubled to $7.9B
Retail RTX 5090s are being gutted for Chinese AI servers. Nvidia sales to China-HQ customers hit $7.88B, up 98%, as licensed H200s stayed under 1%...
Deep tech and money · Oct 24, 2026 · 10 min
Google Finland data center: €4.5M of trees vs a €400M power edge
Google cleared 530 ha of Finnish forest: 0.34% of a year of clear-cuts, about €4.5M of timber. Finland's cheap power is worth ~€400M a year. Free CSV.
Deep tech and money · Oct 24, 2026 · 15 min
Mag 7 vs S&P 493: the AI payoff is AI selling to itself
We pulled 352 S&P 500 filings. 291 ordinary firms: 10.43% margin, unchanged in a year. 27 AI suppliers took 66% of the profit growth. Free CSV.
Deep tech and money · Oct 24, 2026 · 12 min
AI didn't kill dev jobs. A tax rule might have: US posts up 21%
US software job postings rose 21.3% in a year, 4th of 47 jobs, while Germany and France fell. The crash began before ChatGPT. Data for 6 countries...
Deep tech and money · Oct 24, 2026 · 10 min
Kimi K3.1 Pro costs Sonnet money. Open K3 sells 62% cheaper
Kimi K3.1 Pro costs $2/$10, same as Sonnet 5.5, with one seller. Its open sibling K3 has 21 hosts and the cheapest is 62% under Moonshot. Data for...
Deep tech and money · Oct 23, 2026 · 12 min
Bonds just broke 2007's peak. AI is this cycle's housing boom
AI bubble vs 2008: the 10-year Treasury topped its 2007 peak, tech capex hit a record 5.05% of GDP. 10 indicators, 2007 vs now, with free data.
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