Asia’s AI boom papering over underlying rust-belt economies
Walk through any major electronics hub in Shenzhen, Seoul or Taipei right now, and the neon glare of…
Private Equity Is Circling Utilities as AI Reshapes the Grid
While it seems that Democrats and Republicans can’t agree on much of anything these days, there’s at least…
Inflation Is Cooling but 2 Risks Remain, Morgan Stanley Says
It’s been a surprisingly cool summer on the inflation front, but there are still macro forces lurking that…
AI Boom Likely Stopped Recession, Top Economist David Rosenberg Says
The AI boom is soaking up investor cash, staving off a recession, and showing signs of faltering, David…
‘Big Short’ Michael Burry Bets Against AI Stars Oracle, Nebius
Michael Burry says he’s shorting Oracle and Nebius, two companies that are betting big on the AI boom.…
Substack’s Anti-Slop Plan Points to the Next Phase of the AI Boom
The global economy is increasingly hinging on the notion that AI will be inexorably intertwined with every part…
Former Apple, Amazon Engineer Starts AI Chip Company in His Mid-50s
Stephen Huang had spent decades building chips in Silicon Valley when ChatGPT’s launch convinced him the market was…
Why 6 Google Employees Left One of Tech’s Most Coveted Employers
For years, Google was considered perhaps the best job in tech. The company built a reputation for generous…
Why Everybody Wants to Work at Anthropic or OpenAI
For years, a job at Google was the ultimate status symbol in tech. Now, a new pair of…
AI Wars: Why Microsoft, Google and Amazon Are All Fighting Over Power
In March, Microsoft, Google, Amazon, Meta, OpenAI, Oracle, and Elon Musk’s xAI joined President Trump at the White…
Investors Are Actually Underestimating the AI Boom, Goldman Sachs Says
Wall Street spent the past year debating when the AI spending spree will finally slow, but Big Tech…
AI Routing Startups Like OpenRouter, Concentrate AI See Funding Boom
The backlash against rising AI costs is growing, and now investors are pouring cash into startups that help…