The Cognitive Dissonance of Tech’s AI Budget Discipline
Tech tightens its AI belt while urging enterprises to spend freely
Topic
Meta
A collection of 24 issues
AI Sovereignty: It’s A Geopolitical Imperative
Protection rackets aren’t good business
Cruising at Speed Around News Harbor
Several ports of call and a helpful PSA
Understanding the Power of Prediction
Forewarned is forearmed
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.
Meta Leak Timed Impeccably
Pro tip: Take out the trash before the long weekend
SpaceX Wealth Redistribution, Jobs’ NeXT Years, Restiveness at Meta
Careening Into the Maelstrom
Economists on the AI Future, Meta’s AI Bind
You can get SpaceX commentary nearly everywhere else
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.