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Inflation, affordability, and the AI backlash
Welcome to Cautious Optimism, a newsletter on tech, business and power.
Jan 13
•
Alex Wilhelm
3
Why xAI's revenue could be a key indicator of the AI bubble
Welcome to Cautious Optimism, a newsletter on tech, business and power.
Jan 12
•
Alex Wilhelm
3
Look ma, I'm a builder
Welcome to Cautious Optimism, a newsletter on tech, business and power.
Jan 8
•
Alex Wilhelm
There's a lot riding on Discord's IPO
Also: How rules lawyering saves costs for prediction markets
Jan 7
•
Alex Wilhelm
Everyone is excited about Claude Code!
Or: The dramatic acceleration of human potential and a contemporaneous democratization of AI
Jan 6
•
Alex Wilhelm
5
5
Can China’s AI IPOs give OpenAI and Anthropic courage?
If Z.ai and MiniMax's IPOs go well, American AI labs will be heartened
Jan 5
•
Alex Wilhelm
3
December 2025
China's AI IPOs have me all jealous
Also: Happy New Year's Eve
Dec 31, 2025
•
Alex Wilhelm
3
IPO: Z.ai intends to raise $560M at a valuation of $6.5 billion.
Welcome to Cautious Optimism, a newsletter on tech, business and power.
Dec 30, 2025
•
Alex Wilhelm
3
Why everyone is mad at California voters, and the impolite fiction of the Nvidia-Groq deal
Welcome to Cautious Optimism, a newsletter on tech, business and power.
Dec 29, 2025
•
Alex Wilhelm
5
No slowing down on the smart stuff, ok?
And Happy Holidays 🎄
Dec 23, 2025
•
Alex Wilhelm
3
1
Was the AI executive order a mistake?
Letting Congress achieve a bipartisan deal would've been better for the AI industry
Dec 22, 2025
•
Alex Wilhelm
2
What Coinbase learned from Uber about fighting regulation
Uber taught the tech industry how to fight regulators, and crypto taught them to condense the battles at the federal level
Dec 19, 2025
•
Alex Wilhelm
3
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