Anthropic Jumps the IPO Shark with Garish TAM Estimate
We need to get real before real gets us
Topic
Venture Capital
A collection of 28 issues
Human Ruminations on the AI Bubble
Give it some thought
Stop with the “Rogue AI” Narratives
It reflects badly on the humans in charge
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?