Archive - Cautious Optimism

So much for global trade

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

Apr 18 •

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 •

This newsletter is now called "DEV MODE" 🤪

And: The state of Global Venture

Apr 16 •

Can you secondary your way to top-decile DPI?

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

Apr 15 •

Everyone but Meta gets a breather

And: Consumer AI growth keeps accelerating

Apr 14 •

Economic Calendar for the Week of April 13, 2025

Netflix, Goldman Sachs, and Consumer Inflation Expectations, Jobless Claims

Apr 13 •

Why IPOs are over (for now)

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

Apr 11 •

All gas, no brakes in AI-land

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

Apr 10 •

In wake of tariffs, Europe backs its AI industry

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

Apr 9 •

Dead Cat Bounce

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

Apr 8 •

RIP the liquidity cycle: born Q1 2025, died Q1 2025

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

Apr 7 •

Economic Calendar for the Week of April 6, 2025

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

Apr 6 •

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