Economists on the AI Future, Meta’s AI Bind
You can get SpaceX commentary nearly everywhere else
Topic
Energy
A collection of 35 issues
The Market Questions Oracle’s Capacity to Keep Up
Inability to meet table stakes could end in a bum’s rush
VCs Call Time on Software’s Long Feast
But investors must change, too
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.
AI Market Risks, Power Chips, and Datacenters in Space
These are interesting times, down here and up there
Three Puzzle Pieces in the AI Mosaic
Reasons for concern as reality intrudes
Quantum Makes Qualified AI Progress
But it won't be an AI panacea any time soon
A Different Take on AI Hype
Not a hype cycle as much as a hype reckoning
Peter Thiel’s Anti-Antichrist Tour Meets a Roman Wall of Resistance
What the devil is he on about?
Once the Predator, Software Becomes the AI Prey
AI frightens software investors, but is the fear warranted?