Stories by 7777777phil

AI Capex 2026: The $690B Arms Race and FCF Collapse

Top Gen AI Consumer Apps: March 2026

TypeScript surpassed Python, JavaScript to become most-used language on GitHub

Agentic commerce won't kill cards, but it will open a gap

The Evolving Foundations of Math

When AI Labs Become Defense Contractors

Don't rely on GitHub Actions cron: jobs may be delayed or just dropped

Netflix Declines to Raise Offer for Warner Bros

Nvidia and Analyslop

OpenAI's Kevin Weil on the Future of Scientific Discovery

NOVO Was Europe's Most Valuable Company

Apple Plans to Manufacture Mac Mini in Houston

GLP-1 Second-Order Effects

Passive investing and Big Tech: an ill-fated match

From Energy Use to Air Quality, the Many Ways Data Centers Affect US Communities

How Standards Proliferate

Charts of the Week: Open Weight Models Are (Very) Close

The Prisoner's Dilemma of Super Bowl Ad Economics

Hierarchies of Storage from Electrons to Bits

Jack Altman's 5 Lessons on Finding Product-Market Fit [video]

1 2 3 4 5 6 7 8 9 10