Something’s Not Right with AI
And it’s not an impending AI apocalypse
Topic
Bubbles
A collection of 20 issues
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.
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.
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