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So much for global trade
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Apr 18
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Alex Wilhelm
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So much for global trade
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Windsurf. Do the deal. But at $5B, not $3B. Sam can afford it.
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Apr 17
•
Alex Wilhelm
4
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Windsurf. Do the deal. But at $5B, not $3B. Sam can afford it.
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This newsletter is now called "DEV MODE" 🤪
And: The state of Global Venture
Apr 16
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Alex Wilhelm
3
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This newsletter is now called "DEV MODE" 🤪
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Can you secondary your way to top-decile DPI?
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Apr 15
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Alex Wilhelm
2
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Can you secondary your way to top-decile DPI?
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Everyone but Meta gets a breather
And: Consumer AI growth keeps accelerating
Apr 14
•
Alex Wilhelm
2
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Everyone but Meta gets a breather
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Economic Calendar for the Week of April 13, 2025
Netflix, Goldman Sachs, and Consumer Inflation Expectations, Jobless Claims
Apr 13
•
Holden Page
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Economic Calendar for the Week of April 13, 2025
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Why IPOs are over (for now)
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Apr 11
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Alex Wilhelm
2
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Why IPOs are over (for now)
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All gas, no brakes in AI-land
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Apr 10
•
Alex Wilhelm
1
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All gas, no brakes in AI-land
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In wake of tariffs, Europe backs its AI industry
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Apr 9
•
Alex Wilhelm
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In wake of tariffs, Europe backs its AI industry
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Dead Cat Bounce
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Apr 8
•
Alex Wilhelm
1
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Dead Cat Bounce
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RIP the liquidity cycle: born Q1 2025, died Q1 2025
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Apr 7
•
Alex Wilhelm
3
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RIP the liquidity cycle: born Q1 2025, died Q1 2025
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Economic Calendar for the Week of April 6, 2025
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Apr 6
•
Holden Page
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Economic Calendar for the Week of April 6, 2025
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