Finding Equanimity Amid the Noise
Rational Talk about Bubbles
Topic
Information Technology
A collection of 149 issues
Belated New Year Salutations from the Belly of the Bubble
The song is discordant, but in some ways it’s the same
Prediction Markets: Gambling in All But Name
It's old fashioned, but I still distinguish between gambling and investing
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
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
Will the Tech Industry Go Underground?
Datacenter Future Could Be Subterranean
Datacenters in Space: Not a Sitcom, but Maybe It Should Be
There’s no serenity now
We’re in a Strange New World
And we haven’t even figured out how to use AI gainfully yet