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Riffs

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Riffs #0004 - The Real Economy Doesn't Care About Your Spreadsheet

Oct 11, 2026

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11 min read

Riffs #0004 - The Real Economy Doesn't Care About Your Spreadsheet

From transformer craftsmen to million-dollar tankers, bankrupt restaurants, and resurrected reactors, this week follows the money until it runs into something even a spreadsheet cannot fix.

Gabe Azar
Gabe Azar
Riffs #0003 - Factories, Freight, and Felony Beef

Sep 27, 2026

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5 min read

Riffs #0003 - Factories, Freight, and Felony Beef

Factories before customers, $110M grocery supply chains, nuclear exits, beef heists, drone operators, AI restaurants, Kalanick's $1.7B comeback, Tesla's Semi scale-up, and Mbappé to On.

Gabe Azar
Gabe Azar
Welcome to Riffs #0001 - 09/01/2026

Sep 1, 2026

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6 min read

Welcome to Riffs #0001 - 09/01/2026

Coatings, robotics, and nuclear are securing that data center money. Farm equipment isn't, and Deere's workforce just voted no on the deal in front of them..

Gabe Azar
Gabe Azar

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