On the AI bubble...
From Paul Kedrosky:
Hyperscaler and data-center investment, negligible through 2022, is now tracking toward $1.5 trillion annually by 2030. At that level, it will surpass, in real terms, the residential construction boom of 2005-06, the 1990s fiber build peak year, and the 1882 railroad peak combined. And it has reached funding escape velocity, with external debt and equity soon financing the majority of the buildout, with that share approaching 90% by 2030. AI infrastructure cycle is dependent on capital markets in a way that no prior technology cycle ever was.
On the Colbert finale:
On his last day hosting CBS’s The Late Show, Stephen Colbert played one of the most iconic songs from the Peanuts soundtrack.
“Oh no! I hope this doesn’t cost CBS any money!” he joked, as Louis Cato and the Great Big Joy Machine performed the song, titled Linus and Lucy, on air. It was a final dig at the network, which many fans believe cancelled the show due to Colbert’s criticisms of the Trump administration.
It did, indeed, cost CBS. Lee Mendelson Film Productions, the California company that controls jazz pianist Vince Guaraldi’s famed Peanuts catalog and had become increasingly litigious over unauthorized uses of the music, announced it had reached a licensing agreement with CBS for an undisclosed amount. The production company said it would donate all proceeds to World Central Kitchen, the disaster-relief food non-profit founded by chef José Andrés.
Adding well-deserved insult to injury, WCK is one of Colbert's favorite charities.
On the SpaceX IPO, Patrick Boyle:
And on the topic of humanoid robots, Donald Duck:
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