The Cerebras IPO filing isn’t the same mess as before

OpenAI and AWS to the rescue!

Oh god, the podcasts are multiplying

Whoever said that TBPN is "just Cocomelon for VCs" was early.

Is a rocket launch a success if it fails the main mission?

And: The value of prediction markets and how startups should, and should not, count revenue.

10,000 subscribers, long-form audio, and Opus 4.7 is a letdown?

CO now has more than 10,000 subscribers. Thank you.

Good news, we’ve solved the problem of humans in the workplace

The joke that the problem that AI solves is wages is only partially true.

Stop shitposting and go public

Anyone else tired of OpenAI and Anthropic talking shit? Put up or shut up!

Every startup’s favorite profitability trick is dead

It's a tough time for SaaS. And it's not all bad luck.

Handicapping the SpaceX IPO

And: Software discounts, the Strait of Hormuz, and tokenmaxxing.

Amazon’s chip dreams, another xAI shakeup, and the power of small models

Any sufficiently advanced AI is (now) indistinguishable from a cyberweapon

Yeah, we're talking about Mythos, China, national security, and the two-tier world.