Archive - Cautious Optimism

All gas, no brakes in AI-land

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

13 hrs ago •

In wake of tariffs, Europe backs its AI industry

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

Apr 9 •

Dead Cat Bounce

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

Apr 8 •

RIP the liquidity cycle: born Q1 2025, died Q1 2025

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

Apr 7 •

Economic Calendar for the Week of April 6, 2025

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

Apr 6 •

We just shot our own foot, reloaded, and shot the other

China strikes back

Apr 4 •

Blood in the Streets

A wrecking. A shellacking. A thrashing.

Apr 3 •

Circle is going public!

And, don't forget, it's tariff day

Apr 2 •

CoreWeave comes pounding back

Hell yeah bring on more IPOs

Apr 1 •

Is OpenAI worth $300B?

And what are the risks?

Apr 1 •

March 2025

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