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This week, something strange happened. Oracle, a company that had just missed on its earnings and revenue estimates, saw a more-than-39% single day bump in its stock, leading a massive market rally. Why? Because it said its remaining performance obligations — contracts signed that its customers yet to pay —
Hello and welcome to another premium newsletter. Thanks as ever for subscribing, and please email me at ez@betteroffline.com to say hello. As I've written again and again, the costs of running generative AI do not make sense. Every single company offering any kind of generative AI
Editor's Note: For those of you reading via email, I recommend opening this in a browser so you can use the Table of Contents. This is my longest newsletter - a 16,000-word-long opus - and if you like it, please subscribe to my premium newsletter. Thanks for
Welcome to another premium edition of Where's Your Ed At! Please subscribe to it so I can continue to drink 80 Diet Cokes a day. Email me at ez@betteroffline.com with the subject "premium" if you ever want to chat. I realize this is before
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PLUS: SpaceX's $17B Telecom Deal, Larry Ellison's $400B+ HODL.
This week, something strange happened. Oracle, a company that had just missed on its earnings and revenue estimates, saw a more-than-39% single day bump in its stock, leading a massive market rally. Why? Because it said its remaining performance obligations — contracts signed that its customers yet to pay —
Innovation in China and Norway makes strides, but in most markets EVs can lose almost half their driving distance when temperatures drop.
Announcing the 2025 edition of the DoW PEO Directory. Online here. Think of this PEO Directory as a “Who buys in the government?” phone book. Finding a customer for your product in the Department of War is hard: Who should you talk to? How do you get their attention? What is the right Go-To-Market Strategy? […]
