Boom and Bust

A Different Take on AI Hype

Not a hype cycle as much as a hype reckoning

Why You Should Care About the Private-Credit Crisis

It holds potentially profound implications for the tech industry

Between Peak Negativity and a Long, Hard Fall

Risk mitigation is always good insurance

The Citrini Moment: Not a Fashionable Cocktail, but a Provocative AI Scenario

Between forecasts and fiction

AI Gets Contextual and Pragmatic, Among Other Things

And will there still be a market for your organs (not the musical kind) in the age of Dark Enlightenment?

With Tech, Past is Always Prologue

It’s different until it isn’t

Finding Equanimity Amid the Noise

Rational Talk about Bubbles

Oracle Takes a Tumble as Investors Get Jittery About AI Spending

The risks are real; the market is right to price them into calculations

Technologies Change, but Market Behavior is Remarkably Consistent

AI is in the spotlight, but human psychology determines market cycles

Decoupling Technologies from Market Bubbles

AI will outlive a bursting bubble