Meta

Musk Stopped by Legal TKO, and Revisiting the Melt-Up

Two puzzlers that have nothing else in common.

Geek Tragedy and Life in AI Time

Everybody’s wrong sometimes, but experience is a great teacher

One Who Rules Them All: A Bad Management Idea Whose Time has Come

The limitations of the AI-squared tech CEO

Welcome to the Lightning Round

Thunder to follow

IPO Outlook: OpenAI Looks a Little Like Netscape

You can see why Sam Altman is reluctant to go public

Navigating Moats and Gaps

All eyes were on Nvidia this week, but the hyperscalers remain key protagonists in the AI narrative

Parsing Arista’s Latest Results and Guidance

It’s all good, but the market is ravenously hungry

A Tale of Three Earnings Reports: Microsoft, Alphabet, and Meta

One is at more risk than the others

Fall is Upon Us, but Tech Markets Feel the Heat

Is it really so different this time?

Ethernet Strikes Again

A comforting constant in an ever-changing world