Archive - Cautious Optimism

When AWS eats dirt, the internet does too

Also: The AI transition is better for private companies

4 hrs ago •

AI is shaking AWS up

Also: Deel is proof no one really cares about reputation

Oct 17 •

Fintech's winning, but the VCs are poor again

Also: Why the compute race isn't a one-lane competition

Oct 16 •

OpenAI goes all out on its revenue push

Also: Why it’s a great time to be a bank

Oct 15 •

Navan’s IPO is partially AI-predicted

Welcome to Cautious Optimism, a newsletter on tech, business and power.

Oct 14 •

JPMorgan wants to roleplay as SoftBank

Also: We’re getting close to self-driving cars

Oct 13 •

No holding pillows in the dark 🙈

And go Open AI Go!

Oct 9 •

Oracle borrowed how much for 14% margins?

And: Protectionism is in, baby

Oct 8 •

Semiconductors are now more valuable than software

Welcome to Cautious Optimism, a newsletter on tech, business and power.

Oct 7 •

Why OpenAI wants a piece of AMD

Also: The inflation tinnitus is back

Oct 6 •

Economic Calendar for the Week of October 4th, 2025

Editorial Note: Most U.S.

Oct 5 •

Protecting the secret police from citizens

Also: Why chip diplomacy is easier touted than achieved

Oct 3 •

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