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Mercor is on the fastest growth path I’ve ever seen
Do us a solid and go public in 2026
19 hrs ago
•
Alex Wilhelm
3
Maybe the stock market is nuts
And: How humans use AI
Sep 15
•
Alex Wilhelm
2
Economic Calendar for the Week of September 14th, 2025
Last week in CO: Oracles Holy Sh*t Moment … Klarna’s IPO … Signs of Life for Unicorns … Everyone is Worried About AI (Again)
Sep 15
•
Holden Page
4
IPO News You Can’t Use
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Sep 12
•
Alex Wilhelm
2
Oracle's Holy Sh*t Moment For Investors
And: a note on political violence
Sep 11
•
Alex Wilhelm
1
Klarna’s IPO, Ramp’s rise, and the cloud backlog
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Sep 10
•
Alex Wilhelm
2
Signs of life in unicorn-land
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Sep 9
•
Alex Wilhelm
2
Everyone is worried about AI (again)
Should we worry? We can't call it yet.
Sep 8
•
Alex Wilhelm
4
Economic Calendar for the Week of September 7th, 2025
Last week in CO: Atlassian Buys The Browser Company … What Tokens Look Like In Dollars … Nvidia Keeps Winning … AI Labor Impact
Sep 8
•
Holden Page
3
The fusion of VC and Christian nationalism
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Sep 5
•
Alex Wilhelm
2
Atlassian enters the browser wars
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Sep 4
•
Alex Wilhelm
6
Google wins by losing
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Sep 3
•
Alex Wilhelm
2
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