Mr.Wonderful Data Center, Dunkin IPO, and Coinbase | Weekly Recap

Coinbase completely flattens its corporate ladder, declaring war on middle management to build an ultra-lean, AI-native operating model. Then, a massive divide opens up in the public markets as scooter-pioneer Lime fights a looming debt trap via a defensive IPO, while AI chip giant Cerebras shatters records with an explosive, blockbuster Nasdaq debut. Plus, America runs on leverage as Roark Capital prepares to take Inspire Brands public, bringing Dunkin’ and a multi-billion-dollar fast-food empire back to the market to dismantle its private equity debt. In macro news, the inflation dragon wakes back up with a massive energy shock just as Kevin Warsh takes the wheel at the Federal Reserve amidst the most divisive confirmation in history, while Jerome Powell executes an unprecedented power play to retain his voting seat. Finally, we travel to rural Utah, where local protests couldn't stop a controversial $100 billion data center backed by Kevin O’Leary from rewriting the AI geopolitical playbook, and we close with a historic milestone in automotive history as Honda prints its first full-year net loss in 70 years, permanently scrapping its 2040 all-electric vision. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.