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
Meta
A collection of 20 issues
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.
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