Venture Capital

History Rhymes Again: Rise of Open-Source AI Models Incites Vitriol

The Ball(mer) is in play

AI's Exhibits in the Law of Unintended Consequences

China expedites its AI roadmap, Europe might follow

VCs Call Time on Software’s Long Feast

But investors must change, too

Three Puzzle Pieces in the AI Mosaic

Reasons for concern as reality intrudes

Geek Tragedy and Life in AI Time

Everybody’s wrong sometimes, but experience is a great teacher

On the Oracle Layoffs (and Recent Layoffs More Generally)

Something big is happening, but what is it?

Peter Thiel’s Anti-Antichrist Tour Meets a Roman Wall of Resistance

What the devil is he on about?

Belated New Year Salutations from the Belly of the Bubble

The song is discordant, but in some ways it’s the same

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