Economists on the AI Future, Meta’s AI Bind
You can get SpaceX commentary nearly everywhere else
Topic
AWS
A collection of 33 issues
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
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.
Oracle Takes a Tumble as Investors Get Jittery About AI Spending
The risks are real; the market is right to price them into calculations
Why It Would be Madness for Google to Compete Directly Against Nvidia
For whom the AI chip tolls
Navigating Moats and Gaps
All eyes were on Nvidia this week, but the hyperscalers remain key protagonists in the AI narrative
Fall is Upon Us, but Tech Markets Feel the Heat
Is it really so different this time?
The AI Boom: Three Secondary Concerns and One Primary Anxiety
Maybe it’s not a bubble on the verge of bursting, but nor is it sustainable
Cisco’s Quantum Networking Strategy Takes Shape
Threading the needle will take a sharp eye and a steady hand