Archive - Cautious Optimism

The year is 3812, and Databricks is raising a Series Z-4

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

1 hr ago •

OpenAI is coming for the app layer

Also: Nvidia, the bellwether of our times

Nov 17 •

Nativism is going to wreck the tech economy

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

Nov 14 •

Betting on fake humans

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

Nov 13 •

The Big Short dude is worried about Big Tech earnings

Also: Time to bring the $100M ARR Club back!

Nov 12 •

More data center spending and an IPO!

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

Nov 11 •

Don't mock the Pope

Also: Europe reaches for the scissors

Nov 10 •

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 •

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