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
On the Oracle Layoffs (and Recent Layoffs More Generally) Something big is happening, but what is it?
IPO Outlook: Anthropic Isn’t a Bad Bet, But It’s Not A Sure Thing Like OpenAI, Anthropic burns cash like a pyromaniac
IPO Outlook: OpenAI Looks a Little Like Netscape You can see why Sam Altman is reluctant to go public