NexValley Blog

Ideas with room to breathe.

Interviews, founder stories, technology analysis, event coverage, and perspectives from the NexValley editorial desk.

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科技与 AI

When NVIDIA Is on Your Cap Table

On August 20, 2026, Poolside sent a letter to its investors.

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Technology & AI

Power Does Not Depreciate: Why Burry Was Right on Oracle—and Wrong on Nebius

A close reading of depreciation, power access, pricing power, and the balance-sheet fault line beneath the AI infrastructure boom.

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Founder Stories

Founder stories are coming next

This section will feature the choices, turning points, and judgment behind companies being built now.

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Perspectives

Editorial perspectives are coming next

Notes and analysis from NexValley on technology, media, and ideas moving across markets.

Coming soon