Bubbles

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

Two puzzlers that have nothing else in common.

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

How Private Credit Became Problematic

Some credit isn't earned

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

With Tech, Past is Always Prologue

It’s different until it isn’t

Finding Equanimity Amid the Noise

Rational Talk about Bubbles

Belated New Year Salutations from the Belly of the Bubble

The song is discordant, but in some ways it’s the same