The Cognitive Dissonance of Tech’s AI Budget Discipline
Tech tightens its AI belt while urging enterprises to spend freely
Topic
Microsoft
A collection of 66 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
Human Ruminations on the AI Bubble
Give it some thought
Economists on the AI Future, Meta’s AI Bind
You can get SpaceX commentary nearly everywhere else
It’s a Bot World Now
Pondering the implications
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
Three Puzzle Pieces in the AI Mosaic
Reasons for concern as reality intrudes
IPO Outlook: OpenAI Looks a Little Like Netscape
You can see why Sam Altman is reluctant to go public