Unless you're lucky enough to be living under a wifi-free log, you're likely aware that a highly leveraged AI-centric hedge fund named Situational Awareness
Semiconductor investor leverage—which had hit record levels in June— is now largely back to "normal". According to JPM, hedge-fund leverage has been cut, retail call buying
The FCC has effectively barred new foreign-made connected power inverters and advanced mobile robots from the US market, citing supply-chain, surveillance, and cyberattack risks. Existing models remain legal,
A few items worth thinking about: AI Data Center Grid Access Is Becoming Conditional Beleagured operator PJM’s new grid proposal is a big change in data-center power. The
* The semiconductor industry is among the most boom-bust industries on earth. * The current semiconductor sell-off is the delayed repricing of an increasingly expensive AI capital-spending cycle. * Three
I have spent more time than is healthy lately watching a hatted robot fold laundry. Sunday Robotics recently released this video of its ACT-2 Memo spending three hours folding
There is a strong new paper out about how private socializes risk via the (captive) insurance channel, with implications for data center capex, given the (now) greater than 50% reliance
The OpenAI–Hugging Face incident ("OpenHug", henceforth) is being misunderstood because different ideas and concepts are being collapsed into the same story. One version says that reinforcement learning
Moonshot's Kimi K3 model has people over-excited, as if some trend has been broken, but they're wrong. As I have written here many times, large
England and Argentina are both revisiting past grievances in preparation for today's World Cup semifinal. This graph is of Google Trends data from each country's respective
New work confirms our own ongoing analyses, that the current AI capex exceeds all prior ones. In terms of the pre-boom spending vs peak spending, inflation-adjusted, the current
