Episode — 2026-10-07: No theme imposed (stated on air): a big headline number with the next number down missing -- $194M with no second signature, $84B assessed with no collected figure, a 40% stake with no term sheet. Takeaway: ask what the next number down is and who would be embarrassed by it. [4:00 PM]
No theme imposed (stated on air): a big headline number with the next number down missing -- $194M with no second signature, $84B assessed with no collected figure, a 40% stake with no term sheet. Takeaway: ask what the next number down is and who would be embarrassed by it. (4:00 PM render) Segments: 1. Opening Ritual 2. Light Opener 3. Quick Hits A 4. Deep Dive #1 — The airplane bill 5. Medium #1 — Three years, and the inquiry nobody ordered 6. Deep Dive #2 — The failure path, with a method 7. Palate Cleanser 8. Medium #2 — The AI that was supposed to save money cost a billion 9. Deep Dive…
The skinny
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