This Bloomberg chart captures the AI capital cycle in a single elegant construction, taking the combined quarterly free cash flow of the five hyperscalers, Amazon, Alphabet, Meta, Microsoft, and Oracle, and subtracting the free cash flow of the two c
For the nuclear energy nerds, last night Erik Townsend joined ZH to host a panel with the founders of modular nuclear reactor startup Aalo Atomics, Matt Loszak and Yasir Arafat.
The Central Intelligence Agency (CIA) has warned that artificial intelligence-powered digital nuclear weapons could increase rivalries between already warring nations.
Brownstone Research's Ben Lilly argues that open-source AI is following Bitcoin's early regulatory battle and says decentralized AI projects could offer investors a "Bitcoin in 2014" opportunity as governments attempt to restrict open models.
James Li proposed that China aims to kneecap OpenAI and Anthropic /Claude with its own open source [free] models, dramatically undercutting the price of American AI technology. Large American and Western corporations are adopting Chinese open-source
What's the biggest problem in AI today? Is it cost, with token budgets being blown out of the water by agentic AI? Is it sustainability, with AI consuming electricity and fresh water? Is it ethics, with tech companies cramming AI into everything?
More than $730 billion in market value has been erased across Asian equity markets today as AI and semiconductor stocks came under heavy selling pressure.
This is what most Tesla shareholders are still missing. Tesla/SpaceX/xAI have a massive advantage in power (natural gas turbines + solar + batteries + Virtual Power Plants).
Will some AI companies and products survive? Absolutely. Is AI changing the world? Absolutely. So did the internet in the late '90s. That didn't stop one of the biggest speculative bubbles in history.
On Wednesday, Palantir CEO Alex Karp delivered a blistering critique of frontier AI labs, accusing them of having an "effing insane" business model that leaves enterprises paying escalating token costs for limited value while risking their proprietar
Up until now, when it comes to real estate, Blackstone was best known in recent years for dumping many of its trophy office properties - which in the aftermath of work from home never recovered their projected cash flow potential - at a huge discount
On Wednesday, Palantir CEO Alex Karp delivered a blistering critique of frontier AI labs, accusing them of having an "effing insane" business model that leaves enterprises paying escalating token costs for limited value while risking their proprietar
The U.S. government's equity portfolio could be expanding again, this time with a potential 5% stake in Sam Altman's OpenAI at an $852 billion valuation, according to a new report.
GM – like Tesla – is interested in devices. Not just selling them, either. Both use devices – "collaborative robots" – to help make the devices (EVs) they sell. Fifty collaborative robots have just replaced 1,000 workers at GM's Factory
We humans evolved, over millions of years, from single cell amoebae to multi cellular organisms, invertebrates, vertebrates and finally to by-pedal 'pithecanthropus erectus'.
xAI Memphis, Elon Musk's supercomputing and data center complex in the Memphis metro area - better known as Colossus - appears to be testing a version of the "data center dividend" for residents in the surrounding community.