Archive - Cautious Optimism

January 2025

Let's just value OpenAI at infinite money and be done with it

Also: Should we start a bribe-o-meter?

Jan 31 •

Earnings, capex, and models, oh my!

Welcome to Cautious Optimism, a newsletter on tech, business, and power.

Jan 30 •

Brief and to the point

Welcome to Cautious Optimism, a newsletter on tech, business, and power.

Jan 29 •

I, too, am terrified of better, faster, and cheaper AI models and services

Note: Today's headline is sarcastic

Jan 28 •

Chinese AI is crushing tech stocks

Welcome to Cautious Optimism, a newsletter on tech, business, and power.

Jan 27 •

Economic Calendar for the Week of January 26, 2025

Welcome to Cautious Optimism, a newsletter on tech, business, and power.

Jan 27 •

Industry over caution in new Crypto Executive Order

And all aboard the DeepSeek train

Jan 24 •

Why tokenize stocks?

Welcome to Cautious Optimism, a newsletter on tech, business, and power.

Jan 23 •

What's a half-trillion between friends?

Welcome to Cautious Optimism, a newsletter on tech, business, and power.

Jan 22 •

And, remember when we were worried about real AI demand?

Jan 21 •

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