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.
Topic
CEOs
A collection of 73 issues
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
Geek Tragedy and Life in AI Time
Everybody’s wrong sometimes, but experience is a great teacher
Warning Signs Flashing Insistently at OpenAI
These risks aren’t shy about announcing themselves
AI and the Question of Trust
How to escape “human enfeeblement”
On the Oracle Layoffs (and Recent Layoffs More Generally)
Something big is happening, but what is it?
The Friday File
A look back, with a forward glance
Welcome to the Lightning Round
Thunder to follow
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