The Market Questions Oracle’s Capacity to Keep Up
Inability to meet table stakes could end in a bum’s rush
Topic
IT Infrastructure
A collection of 84 issues
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
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