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.
Topic
Tech Stocks
A collection of 131 issues
Musk Stopped by Legal TKO, and Revisiting the Melt-Up
Two puzzlers that have nothing else in common.
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
Three Puzzle Pieces in the AI Mosaic
Reasons for concern as reality intrudes
Warning Signs Flashing Insistently at OpenAI
These risks aren’t shy about announcing themselves
Quantum Makes Qualified AI Progress
But it won't be an AI panacea any time soon
A Different Take on AI Hype
Not a hype cycle as much as a hype reckoning
The Friday File
A look back, with a forward glance
Welcome to the Lightning Round
Thunder to follow