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Follow the Money
Short Description:What $700 Billion in AI Spending, $16 Billion in Insider Selling, and a $2 Trillion IPO Pipeline Tell Us About What may Come Next
Episode Description:
This special edition synthesizes the four-part "Follow the Money" article series into a single audio narrative. It steel-mans the paradise narrative, traces the financial stress points through the doom loop, and lands on the only honest conclusion: neither should change what a well-run technology organization does tomorrow.
Topics covered: $16B insider selling in 2025, Oracle's $108B debt and $300B OpenAI partnership, $80-95B annual stock-based compensation across Big 5 hyperscalers, the $2.9T IPO pipeline, underwriter conflicts (Goldman as both Anthropic investor and OpenAI IPO underwriter), 2008 structural parallels, rate scenarios, SBC death spiral mechanics, 5 hedging strategies for CTOs and boards, and ecosystem lock-in dynamics.
Companion articles on LinkedIn: Follow the Money Parts 1-4.
AI-Assisted Production: Research and editorial direction by Kristopher Moore. Scripts developed with Claude (Anthropic). Narration by AI voice synthesis (Microsoft Edge TTS, en-US-AndrewNeural). All content is human-directed and editorially reviewed.
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By Kris MooreShort Description:What $700 Billion in AI Spending, $16 Billion in Insider Selling, and a $2 Trillion IPO Pipeline Tell Us About What may Come Next
Episode Description:
This special edition synthesizes the four-part "Follow the Money" article series into a single audio narrative. It steel-mans the paradise narrative, traces the financial stress points through the doom loop, and lands on the only honest conclusion: neither should change what a well-run technology organization does tomorrow.
Topics covered: $16B insider selling in 2025, Oracle's $108B debt and $300B OpenAI partnership, $80-95B annual stock-based compensation across Big 5 hyperscalers, the $2.9T IPO pipeline, underwriter conflicts (Goldman as both Anthropic investor and OpenAI IPO underwriter), 2008 structural parallels, rate scenarios, SBC death spiral mechanics, 5 hedging strategies for CTOs and boards, and ecosystem lock-in dynamics.
Companion articles on LinkedIn: Follow the Money Parts 1-4.
AI-Assisted Production: Research and editorial direction by Kristopher Moore. Scripts developed with Claude (Anthropic). Narration by AI voice synthesis (Microsoft Edge TTS, en-US-AndrewNeural). All content is human-directed and editorially reviewed.