he AI bubble question got more interesting the week hyperscaler capex stopped fitting on the cash pile. for a decade, investors begged Google and Meta and Amazon to do something with the cash. buybacks, dividends, anything. they sat on it. AI showed up and that cash found a job:

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1. #1

   ChatGPT can't read Consumer Reports, but it can read the listicle where a brand ranked itself number one. Consumer Reports has tested products since 1936, and thier robots.txt tel…

   Nate RothNate Roth @NathanCRoth · 2026-09-12

   
2. #2

   zero to one taught a decade of founders to perform crazy for the term sheet. the page that escaped into the culture is the founder one. thiel and blake masters observed taht the b…

   Nate RothNate Roth @NathanCRoth · 2026-09-11

   
3. #3

   Hermès just hired 50 human illustrators to draw its social posts by hand. the internet is having its organic-food moment. processed food ran this play a century ago. food scientis…

   Nate RothNate Roth @NathanCRoth · 2026-09-11

   
4. #4

   asking a VC to sign an NDA tells them the only thing you own is the idea. the exceptions are narrow. multi-exit founders, or deep IP plays waiting on FDA approval. everyone else g…

   Nate RothNate Roth @NathanCRoth · 2026-09-11

   
5. #5

   a luxury brand going viral is spending down the only asset it owns. every luxury boardroom is hearing the same brief right now. get younger, democratize, meet Gen Z in the feed. B…

   Nate RothNate Roth @NathanCRoth · 2026-09-10

   
6. #6

   the $750 billion question in AI is where the money exits the circle. everyone is pointing at Cisco right now. fair play. in 1999 Cisco lent telecoms cash so they could buy Cisco r…

   Nate RothNate Roth @NathanCRoth · 2026-09-10

   

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