Tuesday, August 11, 2026

Not another Cushing post, but Cushing-relevant

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  First, let's get some important disclaimers out of the way. Neither Joseph nor I are any kind of experts on international energy marke...
Monday, August 10, 2026

The Ides (ish) of March -- checking in on the Ellison Media Empire

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By the standards of 2026, March is a long ways away, particularly with respect to this story. For starters, there is that ticking fee, a pen...
Friday, August 7, 2026

Not Enron, but not good either.

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[Picking up from this and this ] I realize that my recommendations for Patrick Boyle videos tend to be a bit heavy-handed, but even by his ...
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Thursday, August 6, 2026

Is it a bad sign when people start making Enron comparisons? It seems like a bad sign.

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Following up on yesterday's post . If you're not interested in the AI bubble, you might want to come back next week because this thr...
Wednesday, August 5, 2026

Why would some of the most profitable companies in the world feel the need to load up on debt? Why would some of the most creditworthy companies in the world borrow money at a higher interest rate?

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Back a couple of years or so ago, when the evidence of an AI bubble was just starting to accumulate, the standard rebuttal to skeptics broke...
Tuesday, August 4, 2026

“Today is August 4, 2026”

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In the living room the voice-clock sang, Tick-tock, seven o’clock, time to get up, time to get up, sever o'clock! as if it were afraid t...
Monday, August 3, 2026

One of the great things about living in the 2020s is all of the fascinating ethical problems to discuss

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 More fun stuff from Matt Levine's newsletter . There are a couple of stories here, both interesting but only one important. The incon...
Friday, July 31, 2026

Carl Brown explains why being an AI developer is the best job in the whole wide world.

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Here, Brown does a characteristically fine job of walking us through the weeds of the OpenAI/Hugging Face hack. The TL;DR version is that Op...
Thursday, July 30, 2026

OpenAI, SoftBank, and Nvidia

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Following up on yesterday's post,  Yesterday's Alarmism is Tomorrow's Consensus   Longtime and even casual readers of this blog...
Wednesday, July 29, 2026

Yesterday's Alarmism is Tomorrow's Consensus

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A couple of years ago, skepticism about the AI boom was something of a fringe position. Today... not so much. From FT Alphaville [love that...
Tuesday, July 28, 2026

As always, the important thing is we won't have to cancel HBO Max for at least another month.

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Now I can stop lying about not having seen Throne of Blood.     Status, which has been doing some really good work lately, was unusually gen...
Monday, July 27, 2026

It's not a fear of “AI communism”; it's a fear of competitive market capitalism.

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From FT Alphaville :  Still, while we’re doodling, it’s worth pondering once more whether the economics of making frontier models and monet...
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Friday, July 24, 2026

It's Friday. There's a heatwave. I'm feeling lazy. I'm just going to post some tweets.

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Quick thinking having a tablecloth handy. I didn’t even notice the twitching from that dead robot. [image or embed] — Rav ( @rvbdrm.com ) J...