Unhealthy Concentration in the Tech Firmament
The diversification imperative has been spurned for the AI horn of plenty
Topic
Boom and Bust
A collection of 20 issues
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.
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
AI Market Risks, Power Chips, and Datacenters in Space
These are interesting times, down here and up there
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