The US Census Bureau conducts a biweekly survey of 1.2 million firms, and one question is whether a business has...| Apollo Academy
Artificial intelligence is the biggest tech construction project in a century. Here's what that looks like.| Derek Thompson
some notes on ritual sacrifice in the 21st century| thetechbubble.substack.com
on (some of) the moral externalities in the AI economy| thetechbubble.substack.com
On distractions, intentions, aesthetics, and fascism.| thetechbubble.substack.com
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 Qualifications (SQQs)," which it added| Ed Zitron's Where's Your Ed At
On overbuilding AI infrastructure and its energy supply| thetechbubble.substack.com
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
Vegas as a laboratory for surveillance and social control, the explosion of gambling as a sign of a degenerate culture seized by despair, AI delusions at CES, and the future.| thetechbubble.substack.com
(or AI for The Labor Question & What is Silicon Valley?)| thetechbubble.substack.com
(or AI for eugenics & AI for shock therapy)| thetechbubble.substack.com
On Casey Newton and the shallowness of anti-skepticism.| thetechbubble.substack.com
In this latest analysis, we look at the state of AI in early 2024 and new trends and patterns that are emerging in the wake of growing gen AI adoption.| McKinsey & Company
The AI bubble is reaching a tipping point. As we continue to follow the GPUs, navigating what comes next will be essential.| Sequoia Capital