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Dan Primack
Author Archive
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May 21, 2026
SpaceX Is Not The Behemoth Everyone Thought It Was
The prospectus shows just how much the IPO depends on expectations for future growth and investor servility to Musk — as opposed to the current underlying business.
Apr 15, 2026
Apple Could Win The AI Race.. By Not Running
Apple isn't burning mountains of cash to buy GPUs for the sake of training AI models and processing prompts.