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MarketSips takes the one story that actually matters and explains it all the way through.

Silicon Valley's most dangerous company just got a $2.9B submarine contract

Oct 7, 2026

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6 min read

Silicon Valley's most dangerous company just got a $2.9B submarine contract

Anduril is worth $61 billion, gunning for $100 billion, and its founder now co-runs a Pentagon weapons advisory group.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The World Just Raided Its Emergency Oil Stash. Again.

Oct 6, 2026

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6 min read

The World Just Raided Its Emergency Oil Stash. Again.

Five hundred million barrels released in seven months. The salt caverns holding what is left may not survive another round.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The AI industry's biggest bottleneck is your neighbors.

Oct 5, 2026

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6 min read

The AI industry's biggest bottleneck is your neighbors.

How NIMBYism pushed Google to put TPUs in orbit.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The $35 billion deal behind every AI model you use

Oct 2, 2026

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6 min read

The $35 billion deal behind every AI model you use

A chip company, a private equity giant, and an asset manager just rewired how the AI boom gets financed.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The company worth more than most banks, selling bets on rain

Oct 1, 2026

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6 min read

The company worth more than most banks, selling bets on rain

Kalshi is now worth more than Nasdaq Inc. itself. Its product? Letting you wager on interest rates, oil prices, and whether it will snow in Chicago.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The $2 trillion company that announced AI might end the world

Sep 30, 2026

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6 min read

The $2 trillion company that announced AI might end the world

The leaked Anthropic prospectus is half business case, half existential crisis. Wall Street can't look away.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Jensen Huang's $150 billion frustration letter to Wall Street

Sep 29, 2026

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7 min read

Jensen Huang's $150 billion frustration letter to Wall Street

Nvidia prints $96 billion in revenue a quarter and trades cheaper than Coca-Cola. That tension just snapped.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The AI company the Pentagon blacklisted just got invited to White House dinner

Sep 28, 2026

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6 min read

The AI company the Pentagon blacklisted just got invited to White House dinner

Anthropic refused to let the military use its AI for autonomous weapons. Then the CEO got a White House invite.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The American consumer is spending more and enjoying it less than any point since 2008.

Sep 25, 2026

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6 min read

The American consumer is spending more and enjoying it less than any point since 2008.

Businesses haven't grown this fast since 2021. Consumers haven't felt this bad since the financial crisis. One of them is wrong.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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