And it’s not an impending AI apocalypse

We need to get real before real gets us

Musk's desire to capitalize on SpaceX employees’ thoughts, ideas, and beliefs is a precedent worth noting.

It reflects badly on the humans in charge

Forewarned is forearmed

Speculations on a hypothetical event

It isn’t a tale of “rogue” AI, but somebody deserves blame

The Ball(mer) is in play

Private credit’s woes, AI’s pattern blind spot, Meta’s creepy glasses, DeepSeek’s chips, ChatGPT’s work mode, and agentic AI’s energy profligacy.

Humans define the technology's purpose and reach.

Inability to meet table stakes could end in a bum’s rush

Pondering the implications

In today’s bulletin: AI’s lingering image problem, punishing market expectations, recycled private and hybrid pitches, and (of all things) a papal encyclical.

It’s hard for oversight and standards to keep up, but the need to do so is greater than ever

Foxconn goes from iPhones to AI gear; Cisco goes into retro 1999 party mode while reducing headcount

Unfortunately, reality is spookier

These risks aren’t shy about announcing themselves

Something big is happening, but what is it?

Thunder to follow

It holds potentially profound implications for the tech industry

Between forecasts and fiction

But the motivation for regulation isn’t the specter of superintelligent AI autonomy

The song is discordant, but in some ways it’s the same

It's old fashioned, but I still distinguish between gambling and investing

The risks are real; the market is right to price them into calculations

The chip has sailed

Things Considered and Rejected Amid Seasonal Restlessness

All eyes were on Nvidia this week, but the hyperscalers remain key protagonists in the AI narrative

AI is in the spotlight, but human psychology determines market cycles

AI will outlive a bursting bubble

“Dirty ChatGPT” is coming to town

Is it really so different this time?

A comforting constant in an ever-changing world

Datacenter Future Could Be Subterranean

There’s no serenity now

Maybe it’s not a bubble on the verge of bursting, but nor is it sustainable

And we haven’t even figured out how to use AI gainfully yet

For now, investors are winning; employees not so much

How and Why Consultants Made the Cardinal Error of Overpromising and Underdelivering

It Wasn’t Always So

It's a Powerful Tool in the Wrong Hands

Stuck in the Middle, Getting a Kicking from Both Sides

Horror stories about detainments at the border have also soured some from visiting during Trump’s second term

It's Probably Not a Full-Fledged Bubble, but Here's How You'll Be Able Tell

There Must Be a Better Way, Especially for Abandoned Employees

Pointless AI Chess Tournaments, Trump’s CEO Tirades, and the Future of Work

The Activist Investor Might Need to Modify Its Cookbook