Jonathan Wellum, CEO of Rocklinc Investment Partners, discussing capital flows into the US under Trump-era policies (tax cuts, deregulation, tariffs, reindustrialization). He emphasizes how investment in manufacturing, resources, AI, and data centers drives GDP growth via a 3X multiplier. $1 invested generates up to $3 in GDP over 1–2 years. With $2–3T in annual investment ... Read more
For full-year 2025, GOOGLE Other Bets posted an operating loss of $7.52 billion. This was up ~$3.1B (or ~$3B) from $4.4B in 2024. Waymp had higher employee compensation (especially a $2.1B one-time stock-based comp charge for Waymo in Q4, tied to its $16B funding round and $126B valuation) plus rising ops/R&D costs from scaling. Waymo ... Read more