Cisco’s AI revenue forecast ignores fundamental capital constraints
The latest pronouncements from Cisco Systems read like a prospectus written by an overly optimistic venture capitalist.
By Klaus Berger ·
ai infrastructure — Lorien Times
Goldman Sachs and BlackRock show AI is infrastructure finance
The sheer magnitude of the capital being discussed—$500 billion, and potentially more—is not a technological achievement; it is an economic one.
By Dana Whitfield ·
I asked ChatGPT for the probability of SpaceX stock falling below $90. It said…
The sheer volume of breathless speculation surrounding SpaceX stock is exhausting.
By Elena Rossi ·
AI Voice Data Hits 120 Million Conversations Weekly, Reshaping Labor
The bottleneck for future AI growth isn't compute power, but access to high-quality, specialized industrial data streams.
By Ray Dombrowski ·