Archive - Cautious Optimism

Don't mock the Pope

Also: Europe reaches for the scissors

19 hrs ago •

The OpenAI mess. AKA: chip fabs are expensive

Superintelligence, so hot right now

Nov 7 •

Come now, Jensen

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

Nov 6 •

The vibes are bad

Also: The return of the IoT

Nov 5 •

Palantir crushes expectations, gets crushed in return

And: What ails European startups?

Nov 4 •

The AI bottleneck is changing

Also: Self-driving is accelerating

Nov 3 •

October 2025

Good news: we're still compute constrained!

And: more startup combinations to come?

Oct 30 •

Everything is a prediction market

Also: Nvidia's Midas Touch

Oct 29 •

Oh, so Grokipedia is just Wikipedia?

And: At least you can get a 996 startup gig so long as you live in the postage-stamp-sized city of San Francisco.

Oct 28 •

All eyes on hyperscaler earnings

Also: Have stablecoins found a home in B2B payments?

Oct 27 •

The short half-life of friendship in the AI era

And: Paving the path to oligarchy

Oct 24 •

I scream, you scream, we all scream for qubits

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

Oct 23 •

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