Bay Area Letters
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Latest

Jan
27
⛵ Nvidia Backstops Neoclouds

⛵ Nvidia Backstops Neoclouds

Plus: TikTok Trust Cracks, Micromobility Has No Survivors
4 min read
Jan
26
⛵ Cream Skimming

⛵ Cream Skimming

Plus: Optical Computing Threatens AI, HR Tech Into Criminal Risk
4 min read
Jan
23
⛵ $85 Trillion Plan

⛵ $85 Trillion Plan

Plus: Amazon 30000 Layoffs , SpaceX Tech Cools AI
4 min read
Jan
22
⛵ Space Fiber Backbone

⛵ Space Fiber Backbone

Plus: AI Overwatch Act, Threaten Human Last Mile
4 min read
Jan
21
⛵ Warner Bidding War Intensifies

⛵ Warner Bidding War Intensifies

Plus: Morgan Stanley Downgrades Hardware, UK Draws Line
4 min read
Jan
20
⛵ Bottleneck Behind AI

⛵ Bottleneck Behind AI

Plus: A Never Closing Market, Micron Buys Capacity
4 min read
Jan
19
⛵ Battery Chain Flips

⛵ Battery Chain Flips

Plus: Musk Sues OpenAI/Microsoft $134B, A Gear Without Gears
4 min read
Jan
16
⛵ Replit Valued $9B

⛵ Replit Valued $9B

Plus: Free Scraping Is Fading, Neoclouds Shock Bond Market
4 min read
Jan
15
⛵ The Memory Wall

⛵ The Memory Wall

Plus: Ammonia Gets Smaller, One Time FSD Ends
4 min read
Jan
14
⛵ Coca Cola Formula Cracked

⛵ Coca Cola Formula Cracked

Plus: Microsoft Courts Trump, ByteDance Option Prices Climb
4 min read