Economists on the AI Future, Meta’s AI Bind
You can get SpaceX commentary nearly everywhere else
Topic
Microsoft
A collection of 62 issues
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
Oracle Takes a Tumble as Investors Get Jittery About AI Spending
The risks are real; the market is right to price them into calculations
Why It Would be Madness for Google to Compete Directly Against Nvidia
For whom the AI chip tolls
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