OpenFieldbook v0.2574: an overview demonstration
May 29, 202620m0
A demonstration of the OpenFieldbook app chart dashboard. Available with all premium subscriptions. Get full access to Open Fieldbook at openfieldbook.substack.com/subscribe
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Hosted by Unknown Host · 🇺🇸 US · EN · 22 episodes
Established thought leaders with verified media credentials.
Business and economic commentary from the Open Fieldbook newsletter--discussing the latest in today's financial markets and company news in a digestible format. openfieldbook.substack.com
Unknown Host hosts Open Fieldbook Podcast, a business show with 22 episodes published.
A demonstration of the OpenFieldbook app chart dashboard. Available with all premium subscriptions. Get full access to Open Fieldbook at openfieldbook.substack.com/subscribe
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On April 17th, 2026, Apple made one of the most consequential leadership decisions in corporate history — Tim Cook stepping down this September, handing the keys to hardware engineer John Ternus. But this isn’t just a CE
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For years, big tech ran one of the cleanest business models ever invented — no factories, no freight, infinite margins, and a financial engineering playbook so elegant it barely looked like work. That era is over. In thi
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For a decade, big tech ran the cleanest business model ever invented — no factories, no freight, infinite margins, and endless stock buybacks to keep shareholders happy. That era is over. In this episode, we unpack the m
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On April 17th, 2026, Apple made one of the most consequential leadership decisions in corporate history — Tim Cook stepping down this September, handing the keys to hardware engineer John Ternus. But this isn’t just a CE
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Everyone’s watching software stocks — but the real AI story is being written in dirt, power lines, and industrial cooling systems. In this episode, we pull back the curtain on the AI land grab reshaping North America’s p
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On February 23rd, 2026, billions in market cap evaporated from some of tech’s biggest names — IBM, CrowdStrike, Datadog, Amex, MasterCard. But unlike past sell-offs, this wasn’t about rates or inflation. It was a narrati
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The U.S. middle market — companies doing $10M to $1B in revenue — represents 50% of all private sector jobs. But while most investors look elsewhere, the engine room of the American economy is undergoing a seismic shift:
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NVIDIA just posted $68.1 billion in a single quarter — but is the AI infrastructure story built on solid ground, or a house of cards? In this episode, we dig deep into NVIDIA’s fiscal Q4 2026 results to find the structur
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The AI boom isn’t just a software story anymore. It’s a race for physical resources. In this episode, we dig into a supply chain report revealing how the AI infrastructure super cycle has created a rigid dependency chain
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When Paul Singer’s Elliott Management moves in, the mission changes. We explore whether Pinterest is being built for the 2030s or liquidated for the 2026 fiscal year. Key Highlights: * The Managed Retreat Theory: Examini
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The tech industry is no longer just about bits; it’s about atoms. We analyze the strategic necessity of the energy-utility pivot and the “trillion-dollar question” of the tech-energy monopoly. Key Highlights: * The Asset
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Broadcom is the heavy metal of the AI revolution, but even the strongest infrastructure plays eventually hit a wall. We unpack the “2028 problem” and what it means for the future of semiconductor dominance. Key Highlight
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The balance of global power isn’t just about software; it’s about the heavy metal holding the hardware together. We unpack the hidden supply chain crisis threatening advanced manufacturing and military defense systems.Ke
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Get full access to Open Fieldbook at openfieldbook.substack.com/subscribe
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Get full access to Open Fieldbook at openfieldbook.substack.com/subscribe
![[Audio] Mag 7 Scatters as Physical Economy Booms episode artwork](https://substackcdn.com/feed/podcast/3345257/post/189178946/558419c14cf43933a51df2378d8cf54b.jpg)
Get full access to Open Fieldbook at openfieldbook.substack.com/subscribe
![[Audio] Silicon Photonics Solves AI's Copper Bottleneck episode artwork](https://substackcdn.com/feed/podcast/3345257/post/189178795/558419c14cf43933a51df2378d8cf54b.jpg)
Get full access to Open Fieldbook at openfieldbook.substack.com/subscribe
![[Audio] The 700 Billion Dollar AI Infrastructure Boom episode artwork](https://substackcdn.com/feed/podcast/3345257/post/189178274/558419c14cf43933a51df2378d8cf54b.jpg)
Get full access to Open Fieldbook at openfieldbook.substack.com/subscribe
![[Audio] New York’s 2026 Deficit and Tax Gamble episode artwork](https://substackcdn.com/feed/podcast/3345257/post/189178062/558419c14cf43933a51df2378d8cf54b.jpg)
Get full access to Open Fieldbook at openfieldbook.substack.com/subscribe
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Open Fieldbook Podcast is hosted by Unknown Host. The show is categorised under business (investing) and has published 22 episodes.
Open Fieldbook Podcast has published 22 episodes.
Open Fieldbook Podcast regularly covers business, investing, news. It sits in the business category, with a investing focus.
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