Economists on the AI Future, Meta’s AI Bind

You can get SpaceX commentary nearly everywhere else

The Market Questions Oracle’s Capacity to Keep Up

Inability to meet table stakes could end in a bum’s rush

It’s a Bot World Now

Pondering the implications

On the Eve of the SpaceX IPO

It’s not mission impossible, but separating SpaceX fact from fiction is a daunting challenge.

VCs Call Time on Software’s Long Feast

But investors must change, too

Between the Devil and the Boundless AI Datacenter

In today’s bulletin: AI’s lingering image problem, punishing market expectations, recycled private and hybrid pitches, and (of all things) a papal encyclical.

Standards Gap in Personal-Care Robotics Highlights a Bigger Problem

It’s hard for oversight and standards to keep up, but the need to do so is greater than ever

Musk Stopped by Legal TKO, and Revisiting the Melt-Up

Two puzzlers that have nothing else in common.

Tales from the Melt-Up in the AI Time Machine

Foxconn goes from iPhones to AI gear; Cisco goes into retro 1999 party mode while reducing headcount