A semi-daily report about the practical, real-world applications of AI, with a dash of speculation
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 559 | Founded | 6 years ago | Last Issue | 13 days ago |
| Active | |||||
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CoreWeave Issued Yet More Debt
A disclaimer, prompted by some DMs I’ve received: I make extensive use of AI tools when doing research for, and writing, these posts. If that concerns you, this might not be the newsletter for you. This disclaimer has for a long time been d...
The AI Pullback That Didn’t Happen
Fortune, Tom’s Hardware, and CIO have all run versions of the same story in recent months: companies are pulling back on AI because ROI isn’t materializing. There’s data behind that claim. At the same time, people are conflating cancellatio...
SpaceX Has Two AI Compute Stories; Only One Generates Revenue
SpaceX’s S-1 dropped on EDGAR on May 20th. Most of the coverage focused on the $28.5 trillion total addressable market claim, the dual-class governance, or the gap between Musk’s Davos rhetoric and the risk-factor language about orbital dat...
Ethan Mollick Wrote the Bull Case for Compute Derivatives
Ethan Mollick posted something on LinkedIn yesterday which inadvertently makes the bull case for compute derivatives.
Original post is here.
His claim, paraphrased: we’re short of compute. Single turn chatbot inference gets cheaper, but...
Taxing AI Tokens is a Bad Idea
Mark Cuban floated a proposal this week: a federal tax on AI providers of less than fifty cents per million tokens, levied at the provider level. He projects ten billion dollars a year in Year 1, growing thirty to a hundred times over a dec...
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