Bill Voss

Deep dives on the companies shaping the future

Deep Dive
Semiconductors · AI

How McDonald's French Fries, a Dentist's Basement, and Raw Idaho Stubbornness Created America's Secret AI Superweapon

Everybody's talking about Nvidia. Almost nobody's talking about the company in Boise that Nvidia literally can't function without. That's either a massive opportunity or a spectacular trap.

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Deep Dive
Nuclear Energy · AI Infrastructure

Sam Altman Bet Millions on a Hot-Tub-Sized Nuclear Reactor Before Anyone Cared About AI. The Stock Is Up 500%.

A pre-revenue startup says it can build meltdown-proof nuclear plants the size of shipping containers. Either it's the future of energy — or the most spectacular SPAC implosion since... well, all of them.

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Deep Dive
Fintech · AI

How Wall Street's Most Hated Man Turned a Gambling App Into a $68 Billion Financial Empire

Vlad Tenev lost $3.7 billion, got grilled by Congress, watched his stock crater 85%, and then pulled off the most spectacular comeback in fintech history. He's either building the next JPMorgan — or running the world's most sophisticated meme stock.

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Deep Dive
Semiconductors · AI

Lisa Su and Jensen Huang Are Cousins. One Built a $4T Empire. The Other Is Coming for It.

She inherited a dying company worth less than a Snapchat acquisition. She turned it into a $250 billion challenger. Now she's picking a fight with the most valuable company on Earth — run by her own cousin.

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