Unhealthy Concentration in the Tech Firmament
The diversification imperative has been spurned for the AI horn of plenty
Topic
Cloud
A collection of 100 issues
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.
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
AI Market Risks, Power Chips, and Datacenters in Space
These are interesting times, down here and up there
Warning Signs Flashing Insistently at OpenAI
These risks aren’t shy about announcing themselves
Nvidia Continues to Excel, But Some Factors are Beyond Its Control
AI needs greater revenue-generating enterprise demand to keep Nvidia's wheel of fortune spinning
Between Peak Negativity and a Long, Hard Fall
Risk mitigation is always good insurance