Between Nervous Hedging and Compulsive Pitching CoreWeave hedges, OpenAI prepares home hardware, SpaceX returns to Earth
AI’s “Ethics-Washing”: Philosophers Follow Futurists Into the AI Business We’re in desperate need of candor
The Market Questions Oracle’s Capacity to Keep Up Inability to meet table stakes could end in a bum’s rush
Between the Devil and the Boundless AI Datacenter In today’s bulletin: AI’s lingering image problem, punishing market expectations, recycled private and hybrid pitches, and (of all things) a papal encyclical.
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