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

Soundtrack: Mack Glocky - Chasing Cars Last week, I spent a great deal of time and words framing the generative AI industry as a cynical con where OpenAI's Sam Altman and Anthropic's Dario Amodei have used a compliant media and braindead investors to frame unprofitable, unsustainable,