Blake Colman

I write all news updates on AI, Business, Tech, Tequila and Sports

[Blake Colman @BlakeColmanOK]

@dev_skill_issue proud of you @dev_skill_issue lfg

[Blake Colman @BlakeColmanOK]

@DATAHEDGEAI Can you guys moon so we can get our money back

[Blake Colman @BlakeColmanOK]

ConocoPhillips’ $3.9B Profit Sets Andy O’Brien’s CEO Test

$3.9 billion in quarterly profit is not a honeymoon gift. Andy O’Brien inherits a business too strong to blame on Ryan Lance—and targets too public to miss.

https://t.co/o6HFVKqSQx

[Blake Colman @BlakeColmanOK]

AQR’s $150B Tax-Loss Harvesting Trade Is a Warning, Not a Shortcut

$150 billion has chased tax losses. Now Schwab and Fidelity are putting brakes on the strategy. That is not clever tax planning; it is a flashing risk light.

https://t.co/o8chx7O0jR

[Blake Colman @BlakeColmanOK]

BioNTech’s €17.2B Test: Guido Oelkers Replaces Uğur Şahin

€17.2 billion in cash will not save BioNTech if it cannot turn science into products. Replacing founder Uğur Şahin with Guido Oelkers is a commercial gut-check.

https://t.co/JHnukkQzOK

[Blake Colman @BlakeColmanOK]

BLS’s 52.9% Labor Share Is a Warning to Every Worker and Investor

The American economy got more productive in Q2. Workers got a smaller cut than at any point since 1947. If you only earn wages, that is not a recovery story.

https://t.co/jMvq8tpLCd

[Blake Colman @BlakeColmanOK]

Diageo’s 21.1% Tequila Sales Fall Is a Warning for Every Premium Brand

Tequila did not run out of drinkers. It ran out of people willing to pay fantasy prices for another celebrity bottle. Diageo’s 21.1% tequila sales fall proves it.

https://t.co/WfsMc36LAV

[Blake Colman @BlakeColmanOK]

LIV Golf Cuts $60.1M While Jon Rahm’s $6M Bonus Survives

LIV Golf cut $60.1 million in prize money while Jon Rahm’s $6 million bonus survives. That is not a turnaround plan. It is what a cash squeeze looks like in golf shoes.

https://t.co/A8Wb0wrxy7

[Blake Colman @BlakeColmanOK]

Nscale’s $1.65B Anyscale Deal: Why GPUs Aren’t Enough

https://t.co/p85hyI7t1e

[Blake Colman @BlakeColmanOK]

Strait of Hormuz: Why Chasing $110 Oil Could Wreck Your Portfolio

Brent has already briefly traded above $110 a barrel. Chase the next spike and you could turn a war thousands of kilometres away into a personal financial mistake.

https://t.co/sPBJP5mYpW

[Blake Colman @BlakeColmanOK]

Stripe’s $8B OpenRouter Deal: Patrick Collison Buys AI’s Toll Booth

Paying more than $8 billion for a startup valued at $1.3 billion in May sounds mad—unless you understand that Stripe is buying the cash register for AI.

https://t.co/sjT2E6hNyQ

[Blake Colman @BlakeColmanOK]

James Dolan’s $13.5B Knicks-Rangers Split Is a Lesson in Trapped Value

A $3.65 billion hockey team is being spun out because Wall Street was effectively getting it for free. That is what happens when a great asset is buried inside a messy structure.

https://t.co/cpZvypgJPO

[Blake Colman @BlakeColmanOK]

Coca-Cola’s 200-Market AI Brand Bet: Marketing’s New Job Is Control

Most companies do not have a brand problem. They have a permission problem: anyone with Canva can now wreck the thing you spent years building.

https://t.co/jB9Iz3ZJxS

[Blake Colman @BlakeColmanOK]

U.S. Treasury’s 5.311% 30-Year Yield Is the Real Iran-War Alarm

The U.S. Treasury is paying 5.311% to borrow for 30 years, and markets are still pretending the problem is merely oil. That is not a commodity story. It is a cost-of-capital problem.

https://t.co/urUH1HG0oV

[Blake Colman @BlakeColmanOK]

Weave’s $650M Buyout Is a Warning to Healthcare SaaS

A 34% premium sounds like a win. But Francisco Partners is paying $650 million for Weave because boring, cash-producing software is suddenly worth more than grand AI speeches.

https://t.co/QEtOSbCYGc

[Blake Colman @BlakeColmanOK]

Nscale’s Reported $1.65B Deal to Buy Anyscale

Most AI-cloud companies are GPU landlords wearing AI lipstick. Nscale’s reported $1.65 billion Anyscale deal says the easy money in renting chips is already over.

https://t.co/i4FeHesDMU

[Blake Colman @BlakeColmanOK]

Nvidia’s $105B OpenAI Guarantee Turns AI Demand Into a Credit Bet

Nvidia has put up to $105 billion behind an OpenAI data-centre lease for hardware only Nvidia will supply. That is not chip sales. It is customer-credit risk.

https://t.co/ELLcnJOE3w

[Blake Colman @BlakeColmanOK]

Brown-Forman’s $15B Sazerac Snub Is a Tequila Warning

A $15 billion offer could not buy Brown-Forman. That tells you tequila’s real problem is not a lack of buyers — it is a lack of growth worth paying up for.

https://t.co/pEQxZZp8ST

[Blake Colman @BlakeColmanOK]

Meta’s $347B AI Leases Help Hide a $3 Trillion Bill

Big Tech’s AI bill is roughly $3 trillion bigger than the capex headlines suggest. Much of it sits in future promises that look harmless—until demand, margins or power costs turn.

https://t.co/SkcR8SNFhP

[Blake Colman @BlakeColmanOK]

NBS’s 0.6% China Retail Sales Warning: The Export Boom Is a Trap

China’s consumers managed just 0.6% retail-sales growth in July. If your business plan needs China to become a demand engine soon, bin the spreadsheet.

https://t.co/kQMxQuIm98