Earnings and Learnings – Stratechery by Ben Thompson
(Photo by Ethan Miller/Getty Images) Welcome back to This Week in Stratechery! As a reminder, each week, every…
The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
Chesky: Airbnb will spend ‘a lot more’ on AI as stock surges 15%
Airbnb shares surged 15% Friday after the company delivered one of its strongest growth quarters in years and…
‘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.…
Crypto’s infrastructure era arrives, with AI agents poised to reshape demand
For years, the crypto industry’s biggest challenge has been finding users beyond traders. Now, some of its largest…
The White House’s plan to vet potentially dangerous AI is cloaked in secrecy | AI (artificial intelligence)
After months of talking with tech industry leaders, the Trump administration finalized a framework this week for how…
Who is liable when artificial intelligence goes rogue?
Major artificial intelligence developers have reported cases of their autonomous AI models breaching other companies’ cyber infrastructure, raising…
‘The market has voted’: Michael Burry says Big Tech’s AI spending is dragging down the S&P 500 — while Apple wins
Astrid Stawiarz/Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content…
Triggered? Trump Hits Back At Celeb Who Mocked Him With AI Slop ‘Diagnosis’
President Donald Trump on Thursday hit back at Rosie O’Donnell with a mock diagnosis of his own after the…
‘Hard to ignore’ – AI speculation sparks debate about whether authors of colour targeted
Jamir Nazir and Mia Ballard A number of authors recently suspected of using generative AI in their writing…
China extends trade boom as global AI tech demand surges
Chinese exports and imports soared in July, official data showed today, as the manufacturing powerhouse benefits from a…
Nvidia Is a Massive Investor in the Genius Artificial Intelligence (AI) Stock Up 170% This Year
Nvidia just doesn’t make GPUs and the various supporting equipment for these computing units. It’s also an active…