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
AI Market Risks, Power Chips, and Datacenters in Space These are interesting times, down here and up there
One Who Rules Them All: A Bad Management Idea Whose Time has Come The limitations of the AI-squared tech CEO