GenAI

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

Finding Equanimity Amid the Noise

Rational Talk about Bubbles

Belated New Year Salutations from the Belly of the Bubble

The song is discordant, but in some ways it’s the same

Oracle Takes a Tumble as Investors Get Jittery About AI Spending

The risks are real; the market is right to price them into calculations

Trump’s China Reversal Gives Nvidia a Hollow Victory

The chip has sailed

Why It Would be Madness for Google to Compete Directly Against Nvidia

For whom the AI chip tolls

Navigating Moats and Gaps

All eyes were on Nvidia this week, but the hyperscalers remain key protagonists in the AI narrative

Technologies Change, but Market Behavior is Remarkably Consistent

AI is in the spotlight, but human psychology determines market cycles

Why Vigilance is Particularly Necessary Now

Tech optimism can go too far