In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on

Earlier in the week, the Wall Street Journal reported that SoftBank and OpenAI's "$500 billion" "AI Project" was now setting a "more modest goal of building a small data center by year-end." To quote: A $500 billion effort unveiled at the White

Have you ever heard Sam Altman speak? I’m serious, have you ever heard this man say words from his mouth?  Here is but one of the trenchant insights from Sam Altman in his agonizing 37-minute-long podcast conversation with his brother Jack Altman from last week: “I

Hello Where’s Your Ed At Subscribers! I’ve started a premium version of this newsletter with a weekly Friday column where I go over the most meaningful news and give my views, which I guess is what you’d expect. Anyway, it’s $7 a