Summer News Roundup: Storm Clouds on the AI Horizon
Private credit’s woes, AI’s pattern blind spot, Meta’s creepy glasses, DeepSeek’s chips, ChatGPT’s work mode, and agentic AI’s energy profligacy.
Topic
Bubbles
A collection of 16 issues
Drawing a Hard Line Between Token Spend and Token Wastage
CFOs inevitably demand an accounting
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