Advice for AI Infrastructure Vendors (Especially Startups)
Customers represent risks, too
Topic
Cloud
A collection of 105 issues
Death Knell for Neoclouds? The Market Asks Hard Questions
Sobering up after the bacchanal
Cruising at Speed Around News Harbor
Several ports of call and a helpful PSA
Human Ruminations on the AI Bubble
Give it some thought
Meta Leak Timed Impeccably
Pro tip: Take out the trash before the long weekend
Unhealthy Concentration in the Tech Firmament
The diversification imperative has been spurned for the AI horn of plenty
Economists on the AI Future, Meta’s AI Bind
You can get SpaceX commentary nearly everywhere else
The Market Questions Oracle’s Capacity to Keep Up
Inability to meet table stakes could end in a bum’s rush
It’s a Bot World Now
Pondering the implications
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.