top of page



Berkshire Just Told on Itself
There are moments when a legacy company doesn’t just sound cautious. It sounds late. That was the vibe coming out of Berkshire Hathaway’s annual meeting when Ajit Jain, Berkshire’s legendary insurance executive, was asked about AI in insurance. His basic answer? AI may help with repetitive work, but when it comes to things like pricing policies or settling claims, he’s skeptical. That kind of judgment, in his view, is still years away. [1] That would be a reasonable answer in
Rebellionaire Staff
May 54 min read


What Terafab Means for the Memory Trade and Micron Holders
When Elon Musk unveiled the Terafab project on March 21, 2026, most of the headlines focused on the logic side. The 2nm process node, the AI5 chip, the orbital D3 processor, the wafer start ambitions. What got buried in the press coverage was that Terafab's stated scope is not just logic. It's also memory, which makes this a story Micron (NASDAQ: MU) holders should be sitting with, particularly after Intel joined the project on April 7. What is the Terafab project? Terafab is
Rebellionaire Staff
Apr 87 min read


Intel Just Joined Terafab and That Tells You Something About Tesla
On April 7, 2026, Intel announced it is joining the Terafab project , the chip manufacturing venture jointly owned by Tesla, SpaceX, and xAI. Intel said it will contribute its design, fabrication, and packaging capabilities to help Terafab hit its stated goal of producing one terawatt per year of AI compute. Intel hosted Elon Musk at its facilities over the weekend before the announcement, and Intel shares rose roughly 2% on the news. If you've been following the Rebellionai
Rebellionaire Staff
Apr 76 min read


EXCLUSIVE Interview With Upstarts Incoming CEO
Rebellionaire sits down with Paul Gu — Upstart co-founder, AI architect, and incoming CEO — to talk model upgrades, product expansion, insider buying, and why the best is still ahead. The Man Behind the Models Paul Gu doesn't do things for optics. That's one of the first things you pick up when you talk to him. He co-founded Upstart in 2012 alongside Dave Girouard, and for the past 14 years he's been the person most responsible for the AI and machine learning that makes the w
Henry Dierkes
Feb 256 min read
bottom of page
