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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
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This article previously appeared in Nature. US global dominance in science was no accident, but a product of a far-seeing partnership between public and private sectors to boost innovation and economic growth. Since 20 January, US science has been upended by severe cutbacks from the administration of US President Donald Trump. A series of dramatic […]
Patrick McGee, author of the new book Apple in China, on the too-close-to-break relationship between the world’s second-most valuable company and its biggest geopolitical rival.
Buffett's secret sauce; Trump's price controls; More bad Abundance critiques; The software employment bust; British productivity
there’s also a chance that Elon unlocks product iteration velocity and that Twitter could grow a lot as a competitor to us
Slipping a little bit closer toward a world of war.
