Archive The Diary

Oct 18, 2025 · 2025 #39

Media: Forever Blowing Bubbles?

While the Next Enlightenment is Being Built

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Media: Forever Blowing Bubbles: While the Next Enlightenment is Being Built

Essays

How Does the End Begin?

America's future could hinge on whether AI slightly disappoints

No Science, No Startups: The Innovation Engine We're Switching Off

Enlightenment

The Amazon Primer: How It Started, Where It Stands, What's Next

Bubble?

AI's double bubble trouble

AI has a cargo cult problem

The Frothiest AI Bubble Is in Energy Stocks

Chipmaker TSMC reports nearly 40% surge in its net profit, thanks to AI

From Sports to AI, America Is Awash in Speculative Fever. Washington Is Egging It On.

AI Economics Are Brutal. Demand Is the Variable to Watch.

Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble

The A.I. Bubble Looks Real

AGI or Bust, OpenAI's $1 Trillion Gamble, Apple's Next CEO?

BlackRock CEO Larry Fink on the 'AI bubble'

When the Bubbles Burst

OpenAI makes five-year business plan to meet $1tn spending pledges

BlackRock, GIP and Nvidia in $40bn data centre takeover to power AI growth

Venture

F* the Big VCs

Why I No Longer Care About Startup Valuation When I Invest (Except for These Four Reasons)

Highest Count Of New Unicorns Join Crunchbase Board In Over 3 Years As Exits Also Gain Steam

Goldman Sachs is acquiring Industry Ventures for up to $965M as alternative VC exits surge

How A16Z's Returns Show Just What an Epic Year and Epic Time 2021 Was. Will 2028 Be Next?

AI

Sex could become the next big business opportunity for AI companies

Generative AI in the Real World: Context Engineering with Drew Breunig

OpenAI wants to own it all

AI Is Juicing the Economy. Is It Making American Workers More Productive?

Airtable Hires A CTO From OpenAI And Buys An AI 'Superagent' Startup

OpenAI x Broadcom - The OpenAI Podcast Ep. 8

OpenAI and Broadcom, ChatGPT and XPUs, AMD and Nvidia

You can make ChatGPT your personal shopper and deal hunter. Here's how.

Introducing Veo 3.1 and advanced capabilities in Flow

Walmart and Sam's Club will let you shop directly with ChatGPT as retail giant announces deal with OpenAI

Media

Spotify to Start Putting Video Podcasts on Netflix

Crypto

Ripple Pays $1 Billion for GTreasury to Enter Corporate Treasury

The Next $600B of Real-World Blockchain Adoption: Why Pantera Invested in TransCrypts, Meanwhile and Coinflow

Apple

Matthew Belloni Interviews Eddy Cue on 'The Town'

★ The Just Plain M5 Chip Launches in Three Updated Products: 14-Inch MacBook Pro, iPad Pro (Both Sizes), and Some Sort of Headset Thingamajig Called Vision Pro

Apple Is the Exclusive New Broadcast Partner for Formula 1 in the U.S.

Tokenization

BlackRock CEO Larry Fink: We're at the beginning of the tokenization of all assets

GeoPolitics

Technological sovereignty with American characteristics

Regulation

Governor Newsom vetoed a bill restricting kids' access to AI chatbots. Here's why

US approves new bank backed by billionaires with ties to Trump

Interview of the Week

Should a College be a Museum or a Startup? Why Universities Need to Teach Failure

Post of the Week

"Venture is not an asset class, asset classes scale...Venture doesn't scale with more capital"