Archive - Cautious Optimism

All that spend and Meta is still GPU poor?

And other AI highlights from Microsoft and Meta earnings calls.

14 hrs ago •

April 2025

GDP down, employment growth down, inflation up

Optimism: Meta finds an AI business model

Apr 30 •

Let’s eat our vegetables

Rounds, earnings, satellites, and AI

Apr 29 •

Will the tech-right survive Trump 2.0 as a political unit?

And: Why does everyone want synthetic bitcoin?

Apr 28 •

Economic Calendar for the Week of April 27, 2025

Get ready for an earnings deluge!

Apr 28 •

Alphabet’s AI earnings bonanza

And: Can anyone take on the valley?

Apr 25 •

The global supercomputer race

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

Apr 24 •

AI in market niches can soar

And: The economic picture painted by recent polling is gross.

Apr 23 •

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

Apr 22 •

I thought we wanted this?

Upcoming this week: we’re about to learn a lot about AI spend

Apr 21 •

Economic Calendar for the Week of April 20, 2025

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

Apr 21 •

So much for global trade

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

Apr 18 •

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