Like this newsletter? Why not listen to the podcast version on Better Offline? Part 1 is out now (here're other links), and Part 2 comes out Friday May 2nd! I'm sick and god-damn tired of this! I have written tens of thousands of words about this

Before we go any further: I hate to ask you to do this, but I need your help — I'm up for this year's Webbys for the best business podcast award. I know it's a pain in the ass, but can you sign up

A few months ago, Casey Newton of Platformer ran a piece called "The phony comforts of AI skepticism," framing those who would criticize generative AI as "having fun," damning them as "hyper-fixated on the things [AI] can't do." I am not going

Soundtrack: EL-P (ft. Aesop Rock) - Run The Numbers In my years writing this newsletter I have come across few companies as rotten as CoreWeave — an "AI cloud provider" that sells GPU compute to AI companies looking to run or train their models.  CoreWeave had intended

A week ago, analyst TD Cowen revealed that Microsoft had canceled leases "totalling a couple hundred MWs," with "at least two private data center operators across multiple US markets." The report also details how Microsoft "pulled back on converting negotiated and signed Statement[s] of