Boom and Bust

Advice for AI Infrastructure Vendors (Especially Startups)

Customers represent risks, too

Death Knell for Neoclouds? The Market Asks Hard Questions

Sobering up after the bacchanal

Something’s Not Right with AI

And it’s not an impending AI apocalypse

Anthropic Jumps the IPO Shark with Garish TAM Estimate

We need to get real before real gets us

Human Ruminations on the AI Bubble

Give it some thought

AI Taps Employees for Thoughts and Beliefs, Plus Thoughts on Mania Hangovers

Musk's desire to capitalize on SpaceX employees’ thoughts, ideas, and beliefs is a precedent worth noting.

Unhealthy Concentration in the Tech Firmament

The diversification imperative has been spurned for the AI horn of plenty

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

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

Two puzzlers that have nothing else in common.