DeepSeek No Travel

The Information is reporting that some DeepSeek employees are no longer allowed to travel after the company’s rise to fame. “Management asked some staff to hand in their passports, the three people said.” This is a part of why I’m bearish on...
OpenAI: Up & To The Right

OpenAI: Up & To The Right

This gem came in my inbox this morning from The Information: Still, OpenAI’s business dwarfs competitors like Cohere and Mistral. OpenAI is expecting to more than triple revenue this year, from $3.7 billion to $12.7 billion, we scooped Friday. OpenAI told...

WSJ: Some Trump Voters Already Have Regret

The WSJ is out with an article on Feb 17, 2025, that a focus group they are tracking already has some Trump voters showing regret. One voter: “Now I’m like: ‘Dang, why didn’t I just pick Kamala?’” And another: Anderson, who works with disabled adults, said Kennedy’s...

2025

There was never any validity to the claim that Trump “knew nothing,” about it. What and how much, I don’t know. But the authors were intentionally picked from his orbit and previous administration. This was no secret at the time that Trump was denying it. I’m...
More AI Spend Than Oil

More AI Spend Than Oil

This is amazing: big tech is spending more on AI than big oil spent on their own infrastructure during the last boom. Surely there is a warning somewhere in this, although I’m a huge AI proponent and think that most of the spend will be justified.