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Gladwyn Lewis

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Gladwyn Lewis

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Oct 31

Patrick Stewart Was the Best of Both Worlds. Fiction and Reality.

He watched his father beat his mother, then spent sixty years showing that authority doesn’t need anger to work. Farewell, mon capitaine.

Patrick Stewart Was the Best of Both Worlds. Fiction and Reality.

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Sep 27

Michael Burry Just Doubled Down on the AI Bust. Here’s What He Sees That You Don’t.

He exited his options two weeks earlier, then rebuilt direct shorts in the same names. The timing gap tells you more than the trade itself.

Michael Burry Just Doubled Down on the AI Bust. Here’s What He Sees That You Don’t.

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1d ago

Jensen Huang Is Being Investigated by Nvidia

The company disclosed its dependence on a longstanding executive team. Index investors are now paying to discover what succession planning…

Jensen Huang Is Being Investigated by Nvidia

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Gladwyn Lewis

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4d ago

Trump Says He’d Do It Again. The Blue Wave Can’t Stop Him Until January 2027.

Democrats have inherited the war, the grocery bill and a demand to change their own party.

Trump Says He’d Do It Again. The Blue Wave Can’t Stop Him Until January 2027.

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Investor’s Handbook

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Nov 5

Voters Just Blocked 40 Data Centers. Your Electricity Bill Was Part of the Ballot.

The AI buildout just found its real bottleneck, and it was never the chips.

Voters Just Blocked 40 Data Centers. Your Electricity Bill Was Part of the Ballot.

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Gladwyn Lewis

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Nov 3

Anthropic Committed $895 Billion of Compute, Then Told Investors Growth Fell to 47%

Anthropic’s own printed aggregate is now the number, and it arrived in the same week that quarter-on-quarter revenue growth collapsed.

Anthropic Committed $895 Billion of Compute, Then Told Investors Growth Fell to 47%

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Nov 2

Michael Burry Read Anthropic’s S-1 So You Don’t Have To.

The first audited look at a frontier AI lab: variable revenue against fixed multi-decade commitments, and the founder veto fully intact…

Michael Burry Read Anthropic’s S-1 So You Don’t Have To.

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Investor’s Handbook

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Gladwyn Lewis

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Nov 2

OpenAI Told Investors It Was Worth $1.25 Trillion, It Then Cut their Raise to $20 Billion.

A round that only clears with private-wealth money is the mark your index fund will eventually inherit.

OpenAI Told Investors It Was Worth $1.25 Trillion, It Then Cut their Raise to $20 Billion.

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Oct 30

Microsoft Is Offering 60k People a Buyout. The Money Is Going to Data Centres Instead.

Nobody has to be replaced by a model for their salary to become room in the infrastructure budget.

Microsoft Is Offering 60k People a Buyout. The Money Is Going to Data Centres Instead.

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Oct 28

Cyberpunk Was a Warning, Not an Aspiration

Cyberpunk said a corporation, not a government, would hold the key. Then Amazon deleted a purchased book, Toyota’s paywall and BMW’s heated…

Cyberpunk Was a Warning, Not an Aspiration

Gladwyn Lewis

Gladwyn Lewis

Friend of Medium

Outsider by upbringing (Dubai, Singapore, US, Tokyo, Seoul), entrepreneur across UAE/India/Singapore. Writes hard truths about India's promise vs. politics.

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