Bay Area Letters
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Latest

Nov
28
⛵ DOGE Just Died

⛵ DOGE Just Died

Plus: Alibaba Joins the AI Glasses Race, Robotaxi Goes Global
5 min read
Nov
27
⛵ AI Ate Thanksgiving

⛵ AI Ate Thanksgiving

Plus: Pentagon Expands the Battlefield, Nvidia Breaks Its Silence
5 min read
Nov
26
⛵ 3D Meat Panic

⛵ 3D Meat Panic

Plus: Meta Gets the Federal Scrub, Memory Priced by the Day
5 min read
Nov
25
⛵ OpenAI x Foxconn: Building the AI iPhone

⛵ OpenAI x Foxconn: Building the AI iPhone

Plus: The East Surges, No Kids Online Club
4 min read
Nov
24
⛵ Uber’s “Starship”

⛵ Uber’s “Starship”

Plus: Digital Silk Road, Lenovo Hoards Chips
5 min read
Nov
21
⛵ Great AI Gold Rush

⛵ Great AI Gold Rush

Plus: Faith Tech IPO, Oura Pulls the Trigger
5 min read
Nov
20
⛵ Tesla vs Waymo, Game On

⛵ Tesla vs Waymo, Game On

Plus: Australia’s Teen Ban, Nexperia Deal Paused
5 min read
Nov
19
⛵ The Bot War Is Over

⛵ The Bot War Is Over

Plus: The Dyson Compute Race, Meta “Beats” the FTC
5 min read
Nov
18
⛵ ASTS Challenged SpaceX’s Monopoly

⛵ ASTS Challenged SpaceX’s Monopoly

Plus: Buffett Meets AI, Peter Thiel Sold Nvidia
5 min read
Nov
17
⛵ The Cook Era Ends

⛵ The Cook Era Ends

Plus: Bezos Joins the Reuse Club, Tesla Cuts China Out
5 min read