Summer News Roundup: Storm Clouds on the AI Horizon Private credit’s woes, AI’s pattern blind spot, Meta’s creepy glasses, DeepSeek’s chips, ChatGPT’s work mode, and agentic AI’s energy profligacy.
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
One Who Rules Them All: A Bad Management Idea Whose Time has Come The limitations of the AI-squared tech CEO
On the Oracle Layoffs (and Recent Layoffs More Generally) Something big is happening, but what is it?