Summer News Roundup: Storm Clouds on the AI Horizon
Private credit’s woes, AI’s pattern blind spot, Meta’s creepy glasses, DeepSeek’s chips, ChatGPT’s work mode, and agentic AI’s energy profligacy.
Topic
IT Infrastructure
A collection of 88 issues
Meta Leak Timed Impeccably
Pro tip: Take out the trash before the long weekend
Drawing a Hard Line Between Token Spend and Token Wastage
CFOs inevitably demand an accounting
IBM Says Moore’s Law Rides Again
Behold the Nanostack
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
On the Eve of the SpaceX IPO
It’s not mission impossible, but separating SpaceX fact from fiction is a daunting challenge.
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.
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