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Skip to content Cautious Optimism is a publication focused on technology, business, and power. It's modestly upbeat.

News

Blog 21 day ago
Google squandered its AI lead
Welcome to Cautious Optimism, a newsletter on tech, business, and power. Modestly upbeat. Thursday. Going public? Might as well snap up a startup for $6 billion, right? That's what Anthropic is considering. After all, what's a single-digit-billion-dollar
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Blog 22 days ago
All that data center agitation is working
Wednesday. Inflation data for July met expectations. Headline inflation rose 0.1% in July and 3.4% in the last year. Core inflation, which strips out volatile energy and food prices, rose 0.2% in July and 2.5% in the last year. Stocks rose in response. Th
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Blog 23 days ago
Who will Bending Spoons eat next?
Tuesday. Intel's share sale wound up totaling $20 billion instead of the expected $15 billion due to strong demand, while Nvidia is working to line up half a trillion dollars in new funding for AI hardware, Anthropic could go public as soon as September w
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Blog 24 days ago
How I learned to stop worrying and love hyperscaler capex
Welcome to Cautious Optimism, a newsletter on tech, business, and power. Modestly upbeat. Monday. Welcome to the week. It's going to be busy. On the economics front, consumer (CPI) and wholesale (PPI) data drop Tuesday and Wednesday; recall that weak jobs
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Blog 27 days ago
The end of Chinese AI's 'free lunch' era
Welcome to Cautious Optimism, a newsletter on tech, business, and power. Modestly upbeat. Friday. The United States' economy stumbled in July, shedding 23,000 jobs. The market had expected jobs to improve by 83,000. But what are stocks doing in response?
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