11 posts in this topic.
Everything is fine. In fact, everything is great, the party's just getting good! Except for the war and inflation and the debt. But let's just ignore that for now.
The macro picture is getting ugly. We break down the latest GDP and CPI prints and discuss why tech executives are using AI as a convenient scapegoat.
AI narratives hit the financial sector, while Meta and Ring push surveillance boundaries. Plus, a look at Unity's earnings and Discord's IPO prep.
An analysis of the paradoxical market reaction to AI infrastructure spending and the shifting SaaS landscape.
A deep dive into Figma, the impact of generative AI, and where I think it's going.