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Stop calling it 'The AI bubble': It's actually multiple bubbles, each with a different expiration date
Venture Beat
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TSMC says AI demand is “endless” after record Q4 earnings
Ars Technica
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Listen Labs raises $69M after viral billboard hiring stunt to scale AI customer interviews
Venture Beat
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Kilo launches AI-powered Slack bot that ships code from a chat message
Venture Beat
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Microsoft Has a Plan to Keep Its Data Centers From Raising Your Electric Bill
Wired
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Shopify leans into agentic commerce with Google and Microsoft deals
BetaKit
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Eleven Steps to the Epiphany[^1]
Tomasz Tunguz
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Microsoft to spend $7.5 billion on AI data centre expansion with pledge to protect Canada’s “digital sovereignty”
BetaKit
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AI Models Are Evolving Fast But Their Use is Gated By How Easy It Is to Test - Bluejay Makes Testing Voice and Text AI Agents Easy With a $4 Million Seed.
Homebrew
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Insights from a Pair of Data Summits
Peter Offringa
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The AI Moment Part III: Application Layer
Pratyush Buddiga
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OpenAI: the Next Tech Giant?
Nathan Baschez
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TikTok and the Sorting Hat
Eugene Wei
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The Internet Economy
Chris Dixon
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What Microsoft Is this the Altair Basic of?
Paul Graham
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Why the integrated approach to mobile devices is winning
Chris Dixon
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Google’s feature creep
Chris Dixon
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Microsoft is Dead
Paul Graham
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