Economists on the AI Future, Meta’s AI Bind
You can get SpaceX commentary nearly everywhere else
Topic
Hyperscale
A collection of 102 issues
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
Warning Signs Flashing Insistently at OpenAI
These risks aren’t shy about announcing themselves
Quantum Makes Qualified AI Progress
But it won't be an AI panacea any time soon
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?
Welcome to the Lightning Round
Thunder to follow