Logan Weaver

There's an American family with 14 billionaires. More than any family on Earth. And they control the ENTIRE global food supply. It's not the Waltons. It's not the Kochs. 99% of people have never heard their name. Here's how they became the richest invisible dynasty: 🧵

That's it. Thanks for reading. Follow me @LogWeaver, for more stories like this.

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Trump just turned 6 million kids into stock market investors. Overnight. Not through a 401k. Not by choice. Through one single ETF. Here's the biggest passive flow story of the year, and almost nobody is covering it that way: 🧵

@elonmusk @cb_doge Screwing over literally every partner you’ve ever had surely creates bad karma

@cb_doge Scam Altman strikes again …

NEWS: Apple just sued OpenAI, claiming the company stole its trade secrets “at every level”, from technical staff to the Chief Hardware Officer, to build competing consumer hardware. Involved ex-Apple employees now working at OpenAI on AI hardware development.

@boardyai Hey, Boardy! Cool product.

@LogWeaver 185k layoffs with half citing AI + 90% of ops cash going to AI is the specific tension most coverage skips. The conviction/cash gap is real in founders' private convos too.

Big Tech's cash flow just went NEGATIVE for the first time ever. And 185,894 tech workers lost their jobs this year alone. Retail is still calling this the AI winner trade... Here's the actual math nobody talks about: In 2026, the four biggest tech companies will spend about $700 billion on AI. In 2027, that number tops $1 trillion. That is 90% of their cash from operations. Up from 65% just last year. AI spending is growing 70% a year. Cash flow is only growing 23% a year. There is not enough cash left to cover the gap. Combined free cash flow across Alphabet, Microsoft, Meta, and Amazon is heading toward zero this quarter. For the first time, the AI leaders are spending more than they bring in. Oracle already crossed that line. Its free cash flow this year: negative $24 billion. Amazon is crossing now too. Its cash from operations fell from about $26 billion a year ago to close to zero, even as spending kept climbing. So they are borrowing. Morgan Stanley expects Big Tech debt sales to top $400 billion this year. That is more than double last year's level. Amazon's long-term debt just hit $119 billion. Microsoft set up a $100 billion structure just to keep $70 billion of AI debt off its own books. And they are raising equity too. Alphabet just sold $84.75 billion in new shares. One of the largest stock raises in corporate history. The stock fell 6% over the next month. Days later, Meta shares dropped on reports of its own plan to sell shares. And they are cutting workers. There have been 267 layoff events this year. 185,894 people lost their jobs. More than half of those companies pointed to AI as the reason. Amazon cut 16,000 corporate jobs in January. Oracle cut 30,000 jobs to free up cash for data centers. Block cut 4,000 jobs, nearly half its whole workforce. Its CEO said AI tools now do that work. Salesforce cut its customer support team almost in half. Meta gutted its Reality Labs division by 30% to free up $56 billion for AI. Every retail investor is watching the AI stocks climb. Every big investor is watching the cash disappear. They are looking at the same numbers, in the same filings, at the same time. One side is buying the story. The other side is reading the math. That is the whole game. Stories like this move fast, and the headlines rarely show you the cash flow underneath them. Surmount helps you automate your investments with rules-based strategies built on data, not hype.

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