Archive

Browse the complete archive of 522 posts.

September 2026

08 Sep

Concentration Risk

September 2026

04 Sep

Premium: The Hater's Guide To Circular Financing (Part Two)

September 2026

01 Sep

Hyperscale Normalization

August 2026

28 Aug

Premium: The Hater's Guide To Circular Financing (Part One)

August 2026

25 Aug

The AI Hater's Manifesto

August 2026

18 Aug

What Happens If OpenAI Dies?

August 2026

14 Aug

Premium: How Much Money Does AI Need?

August 2026

11 Aug

Don't Look Up

August 2026

07 Aug

Premium: The Hater's Guide To NVIDIA (Part 2)

August 2026

05 Aug

News: Microsoft Disclosures Suggest OpenAI Sales Account For Around 70% Of FY26 AI Revenue, More Than 7% of FY26 Revenue

August 2026

04 Aug

The AI Demand Bubble

July 2026

31 Jul

Premium: AI Is Getting Way Too Expensive

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