Unhealthy Concentration in the Tech Firmament The diversification imperative has been spurned for the AI horn of plenty
The Market Questions Oracle’s Capacity to Keep Up Inability to meet table stakes could end in a bum’s rush
On the Eve of the SpaceX IPO It’s not mission impossible, but separating SpaceX fact from fiction is a daunting challenge.
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