Where's Your Ed At

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This week, the Wall Street Journal ran an alarming illustration of AI’s potential share of GDP that I’d argue did more to muddy the waters than actually telling anyone anything, mostly because its measurement, for whatever reason, covered 2025 to 2032, meaning that six out of

The year is 2026, and you are a hyperscaler CEO. You zip up your Patagonia Vest, type UDPATE CALENDER WHERE WHY to your Muse agent, and it tells you that your CFO has sent you an email about something called a “critical finance meeting,” and you roll your

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The year is 2026, and you are a hyperscaler CEO. You zip up your Patagonia vest, type UPDATE ME ON CALENDOR TOODAY into ChatGPT, and see that you have a meeting with your CFO. They tell you that while they love all those GPUs you’re buying for those

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You know, sometimes it’s kind of hard to explain the “circular” part of circular financing to people, in the sense that some of the agreements are kind of clunky. NVIDIA funds OpenAI, who then spends that money to rent back NVIDIA GPUs from Microsoft, Google, Amazon,