Topics & People

The location of a new 1-gigawatt data center being built by OpenAI and Oracle.

Chief Revenue Officer at OpenAI who sent a leaked memo criticizing Anthropic.

An insurance company highlighted as an enterprise customer engaged with OpenAI.

A life sciences company leveraging OpenAI's models to accelerate patient screening and FDA approvals.

Publicly traded closed-end fund managed by Bill Ackman charging a 2% fee and trading at a discount.

Real estate company that built immense wealth managing a small city, used as a comparison for Howard Hughes.

Billionaire owner of the Irvine Company who created massive wealth managing municipal real estate.

Small city in Nevada owned by the Howard Hughes Corporation.

Bankrupt real estate company that became Ackman's most successful equity investment and spun off Howard Hughes.

Real estate development company Ackman is transforming into an insurance float compounding machine.

Insurance company where Ben Graham made the majority of his wealth.

Legendary value investor who focused on liquidations and cash balance sheets.