Belated New Year Salutations from the Belly of the Bubble
The song is discordant, but in some ways it’s the same
Topic
Venture Capital
A collection of 18 issues
Navigating Moats and Gaps
All eyes were on Nvidia this week, but the hyperscalers remain key protagonists in the AI narrative
Will the Tech Industry Go Underground?
Datacenter Future Could Be Subterranean
AI Doesn’t Worry Me, but the People Behind It Are Another Matter
It's a Powerful Tool in the Wrong Hands
AI Acquihire Deals Benefit a Few at the Cost of Many
There Must Be a Better Way, Especially for Abandoned Employees
Observations on OpenAI, Fractured Identities, and Misplaced Idealism
It’s Not a Book Review, but Books Provided the Inspiration
Why AI is Attracting VC Backing for Software Development
And Why It Might Fall Short of Expectations in Other Areas
Tech Needs to Take a Stronger Stand Against Senseless Mercantilism
Nvidia’s Huang belatedly right about counterproductive export controls
Annihilation or Utopia? AI Likely to Land Somewhere Between the Two Extremes
A couple recent articles got my attention, and I thought I’d offer thoughts with which you might enthusiastically agree or vehemently disagree. Either reaction is acceptable. The only unacceptable reaction would be apathy and indifference. We’re here to think critically, not to sleepwalk.
The topic of AI is
A Case For a Bursting AI Bubble
Let’s be honest. We all have our enthusiasms, and some of them, by their very nature, are partly or wholly irrational.
Nobody can be objectively rational and logically detached all the time. Some of us can’t manage it only some of the time. Humans aren’t wired that