2026-02-25
Did it really require the NYT to “review documents and interview 60 people across the tech industry” to realise that having 90% of an entire industry's apex product manufactured by one company on machines made by one other company might not be a great way to operate? www.nytimes.com/2026/02/24/t...
New York Times
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
2026-02-24
Did it really require the NYT to “review documents and interview 60 people across the tech industry” to realise that having 90% of an entire industry's apex product manufactured by one company on machines made by one other company might not be a great way to operate? www.nytimes.com/2026/02/24/t...
New York Times
How Silicon Valley has long ignored China's looming Taiwan invasion and its chip supply impact; US officials warned Apple, AMD, and Qualcomm about China's plans
Federal officials have for years tried to wean Silicon Valley from its dependence on Taiwan, an island democracy roughly the size …
Did it really require the NYT to “review documents and interview 60 people across the tech industry” to realise that having 90% of an entire industry's apex product manufactured by one company on machines made by one other company might not be a great way to operate? www.nytimes.com/2026/02/24/t...
Wall Street Journal
Apple says it plans to move some Mac mini production to Houston from Asia later in 2026, as part of its efforts to invest $600B in the US over four years
The company will move some production of the desktop computer to Foxconn facility in Texas — Apple will move some production …
2026-02-20
“OpenAI will reinvest much of its new capital into Nvidia hardware” — Gen AI is a Ponzi scheme. — www.ft.com/content/dea2...
Financial Times
Sources: Nvidia is close to finalizing an up to $30B investment into OpenAI, replacing 2025's long-term $100B commitment; the deal could be closed this weekend
Chipmaker swaps last year's complex framework with AI start-up in favour of equity cheque — Nvidia is close to finalising …
2026-02-09
So, worth pointing out that Google, Microsoft et al haven't actually “lost $900 bn” in a day. Because that money never actually existed. — It's the private debt they are torching to power their Rube Goldberg machines and call it tech. That's investor cash. That matters www.ft.com/content/0e7f...
The Information
This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing
2026-02-08
So, worth pointing out that Google, Microsoft et al haven't actually “lost $900 bn” in a day. Because that money never actually existed. — It's the private debt they are torching to power their Rube Goldberg machines and call it tech. That's investor cash. That matters www.ft.com/content/0e7f...
The Information
This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing
Big tech's dramatic ramp-up in projected capital expenditures this year will all but wipe out free cash flow for Amazon, Google and Meta Platforms.
2026-01-28
When this bursts, as it will, the consequences are going to be widespread and long-lasting, and the people leveraging billions of other firms' debt and calling it growth will never face justice, because everyone was too busy saying Big Number Good www.ft.com/content/5e6e...
The Information
Sources: Anthropic raises its revenue forecasts to $18B in 2026, $55B in 2027, and $148B in 2029, delaying its cash flow positive expectations by a year to 2028
When this bursts, as it will, the consequences are going to be widespread and long-lasting, and the people leveraging billions of other firms' debt and calling it growth will never face justice, because everyone was too busy saying Big Number Good www.ft.com/content/5e6e...
Financial Times
Sources: Anthropic is set to raise about $20B led by Singapore's GIC and Coatue, double the amount it had targeted, at a $350B valuation
Company in talks to raise new funds from Coatue, GIC, Iconiq and Sequoia at $350bn valuation — Anthropic is set to raise about $20bn from venture capitalists …
2025-12-16
WHOA baby. — Coreweave's vanished $33 bn in 6 weeks, this despite OpenAI guaranteeing $12 billion of buyer of last resort and investing in its largest customer JUST LAST QUARTER — The circle jerk of PE cash is beginning to crash to Earth www.wsj.com/tech/ai/core...
Wall Street Journal
CoreWeave lost $33B in market value in six weeks amid construction delays at its Denton, Texas AI data center, criticism from short seller Jim Chanos, and more
The data-center provider's terrible six-week slide picked up speed when a famous short seller piled concerns on top of delays
2025-10-15
Even as the LLM-powered Gen AI bubble is about to burst Blackrock, the UAE and Nvidia are throwing $40bn of their clients' money onto the bonfire of data centre build out www.ft.com/content/f7f0...
Financial Times
An investment consortium that includes BlackRock, Nvidia, xAI, and Microsoft says it will acquire Texas-based Aligned Data Centers from Macquarie in a $40B deal
Buyer consortium also includes Nvidia and Microsoft and plans to expand Aligned Data Centers to meet computing demand
2025-06-16
Not mentioned in this piece: The Guardian signed a disconcertingly vague “strategic partnership” with Open AI in February. — I'm still waiting for someone to show me a ChatGPT use case that isn't either cheating or automating human labour www.theguardian.com/education/ 20...
The Guardian
A survey of UK academic integrity violations finds nearly 7,000 proven AI cheating cases in 2023-24, or 5.1 per 1,000 students, up from 1.6 per 1,000 in 2022-23
Guardian investigation finds almost 7,000 proven cases of cheating - and experts says these are tip of the iceberg
2023-05-04
The robber baron free speech radical does it again #BlueSky https://twitter.com/...
The Verge
Bluesky, which has 55K+ users, feels absolutely wild, with the CEO asking users to stop calling posts “skeets”, a struggle to establish norms, and lots of nudes
and hundreds—of thousands for invites to Bluesky is that a comprehensive report about it from someone who has spent time there has not yet been issued. That changes right now. @sam...
2023-05-03
The robber baron free speech radical does it again #BlueSky https://twitter.com/...
The Verge
Bluesky, which has ~55,000 users, feels absolutely wild, highlighted by the CEO pleading to stop “skeets” and increasingly weird struggles over norms and vibes
Early last week, barely anyone had heard of Bluesky. On Wednesday, it was just one of many alternatives vying …
2023-05-02
There's a weird sort of hubristic humblebrag in all this - the thing we created is going to be so smart it will kill us all, but still, it's at least a thing *we created* https://www.bbc.com/...
MIT Technology Review
A profile of and interview with deep learning pioneer Geoffrey Hinton, who shares why he now thinks neural networks represent a “better form of intelligence”
“I have suddenly switched my views on whether these things are going to be more intelligent than us.”