Tl;dr: “You know what’s cool? A trillion dollars.” Previous retrospectives: 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 plus earlier/other CAPEX musings. When I first started to follow the cloud…| Platformonomics
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, environmentally-damaging and mediocre cloud| Ed Zitron's Where's Your Ed At
It's been just over two years and two months since ChatGPT launched, and in that time we've seen Large Language Models (LLMs) blossom from a novel concept into one of the most craven cons of the 21st century — a cynical bubble inflated by OpenAI CEO Sam Altman built to sell| Ed Zitron's Where's Your Ed At
A golden opportunity lies ahead for America to harness the transformative power of AI—today’s electricity—to revolutionize the economy, secure global leadership, and build a foundation for prosperity through innovation, skilling, and international collaboration.| Microsoft On the Issues
(or AI for The Labor Question & What is Silicon Valley?)| The Tech Bubble
(or AI for eugenics & AI for shock therapy)| The Tech Bubble
None of what I write in this newsletter is about sowing doubt or "hating," but a sober evaluation of where we are today and where we may end up on the current path. I believe that the artificial intelligence boom — which would be better described as a generative AI boom| Ed Zitron's Where's Your Ed At
Soundtrack: Masters of Reality - High Noon Amsterdam I have said almost everything in this piece in every one of these articles for months. I am not upset, but just stating an obvious truth. The current state of affairs effectively pushes against the boundaries of good sense, logic and reason,| Ed Zitron's Where's Your Ed At
The AI bubble is reaching a tipping point. As we continue to follow the GPUs, navigating what comes next will be essential.| Sequoia Capital
An eyewitness report from the front lines of a frightening new friendship.| Logic(s) Magazine
Web3 is self-referential in the extreme. The value of the tokens is expected to grow as everything is to become more liquid and interconnected: tokens from one DAO will be valuable in another; more activities will be fractionalized; more institutions will turn into DAOs; more objects into NFTs...| The Crypto Syllabus
Amazon is the titan of twenty-first century commerce. In addition to being a retailer, it is now a marketing platform, a delivery and logistics network, a payment service, a credit lender, an auction house, a major book publisher, a producer of television and films, a fashion designer, a hardware manufacturer, and a leading host of cloud server space.| www.yalelawjournal.org