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Capitalist Insider: Jensen’s $13B Hugging Face deal is an OpenAI hedge

13 suborbital tests, now SpaceX Starship 14 goes for the real thing (and how to play it)

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The Capitalist
Sep 04, 2026
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Hello Capitalist Insiders!


  • Jensen’s $13B Hugging Face deal is an OpenAI hedge

  • 13 suborbital tests, now SpaceX Starship 14 goes for the real thing (and how to play it)

  • Ternus’s first act as Apple CEO: a folding iPhone

  • Google dodges a second breakup. The ads empire stays intact

  • Bloom, Cheniere, and Twilio are knocking on the S&P 500 door



Jensen’s $13B Hugging Face deal is an OpenAI hedge

Richard Windsor of Radio Free Mobile called Nvidia’s $13 billion Hugging Face purchase “health insurance” against custom chips that could erode its semiconductor market share.

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