a16z says data centers lower bills while tech capex hits $1 trillion
Podcast
By Imani Sutton ·
ai — Lorien Times
Ali Ghodsi: AI doom-mongering is a fantasy; security is real
Ali Ghodsi argues that fears of AI ending the world distract from the immediate dangers of unsecured ports and failed corporate workflows.
By Ray Dombrowski ·
Luca Ferrari's Bending Spoons uses AI for market discipline
Bending Spoons uses AI and strict market discipline to strip corporate waste from its acquisitions.
By Bram de Vries ·
Noam Brown praised 130 billion tokens while the grid fails
Noam Brown discussed how a swarm of 10,000 agents solved Navier-Stokes, revealing immense token usage that strains physical power grids and bypasses alignment safeguards.
By Imani Sutton ·
Aaron Levie believes in AI value but ignores corporate IT reality
Aaron Levie's vision of AI value overlooks the crumbling hardware and financial burden facing corporate IT.
By Imani Sutton ·
Apple's iPhone Duo is a polished act of corporate absorption
At Apple Park, the air is always thick with a specific kind of Californian liturgy: the belief that a slightly thinner piece of glass is a moral victory for humanity.
By Elena Rossi ·
China outbuilds US 230 to 1 as precision is the enemy of scale
The US must abandon its "guidebook" mentality and treat defense contractors as partners to close the shipbuilding gap with China.
By Ruth Behrens ·
a16z rewrites venture capital with compute-driven monopolies
Ron and David George argue that AI is transforming venture capital by shifting trillions in labor spending toward massive compute investments and extreme power law dynamics.
By Klaus Berger ·
America's Power Shift: From Railroad Tracks to Data Streams
Global competition now hinges less on military hardware and more on governing data standards and AI infrastructure.
By Nikhil Raghavan ·
AI's Next Leap: From Prompting to Autonomous Goal Setting
The future of computing requires agents that operate on user goals, not step-by-step instructions.
By Imani Sutton ·
AI’s Mathematical Genius Hits a Semantic Wall
While AI excels at systematic pattern matching, true industrial insight requires understanding context and motivation.
By Bram de Vries ·
IFA 2026 sells a hollow future of AI-driven dependency
The brochures for IFA 2026 in Berlin are shimmering with the promise of "Intelligent Possibilities." But as I read the reports of the "smart home of the future," I don't see a…
By Caroline Ashford ·
Jobs Report Signal Trumps AI Hype Cycle in Economic Debate
Policymakers must prioritize robust labor market data and Main Street commerce over frontier tech valuations.
By Ray Dombrowski ·
Ed Markey's victory proves institutional capital beats novelty
The headlines—that an 80-year-old Ed Markey defeated a 47-year-old Seth Moulton in Massachusetts’ Democratic primary—sound like a story about age and vigor. They are not.
By Grant Colby ·
AI Excels at Math Calculation, But Struggles With Conceptual Theory
Experts argue that while AI masters syntax, true mathematical progress requires a conceptual framework beyond mere pattern matching.
By Nikhil Raghavan ·
AI Hype Ignores Physical Limits: Compute Power Meets Grid Reality
While frontier builders focus on exponential intelligence, material constraints like energy infrastructure pose a greater drag than pure software optimism suggests.
By Klaus Berger ·