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Duck! It's a stork!
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Sep 2
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Alex Wilhelm
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Duck! It's a stork!
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August 2024
Breaking up Google is now a bipartisan view
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Aug 30
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Alex Wilhelm
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Breaking up Google is now a bipartisan view
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Why Nvidia's stock is down
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Aug 29
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Alex Wilhelm
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Why Nvidia's stock is down
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Meet the nine companies with genAI revenues of nine-figures or greater
You already know all of them!
Aug 28
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Alex Wilhelm
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Meet the nine companies with genAI revenues of nine-figures or greater
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Help, I’m diluting myself
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Aug 27
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Alex Wilhelm
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Help, I’m diluting myself
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Here come the (humanoid) robots
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Aug 26
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Alex Wilhelm
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Here come the (humanoid) robots
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Software is eating its makers
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Aug 23
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Alex Wilhelm
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Software is eating its makers
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Why Peloton's stock is spiking today
📈 Trending Up: Lux investing in LatAm … Recall AI … streaming prices, even loosely … women’s sports … USDC’s circulating volume … Indian tourism …
Aug 22
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Alex Wilhelm
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Why Peloton's stock is spiking today
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Can blockchain save us from a world of rampant, AI-driven IP theft?
📈 Trending Up: Unified Teams (at last) … Trunk Tools … Japanese exports … Civ VII … cute EVs … India-Japan relations …
Aug 21
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Alex Wilhelm
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Can blockchain save us from a world of rampant, AI-driven IP theft?
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Hey look, AI is having real business impacts after all
📈 Trending Up: Made in India (BG) … EU EV tariffs … calls for California to scrap or fix its AI bill … China-Philippine tensions … shame …
Aug 20
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Alex Wilhelm
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Hey look, AI is having real business impacts after all
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The pendulum is swinging back towards founders, which isn't great news for beleaguered VCs
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Aug 19
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Alex Wilhelm
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The pendulum is swinging back towards founders, which isn't great news for beleaguered VCs
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Sure, I'll pay 2,000x revenue for your AI business
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Aug 16
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Alex Wilhelm
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Sure, I'll pay 2,000x revenue for your AI business
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