there's a new documentary on the history of Java. free to watch in its entirety on YouTube www.youtube.com/watch?v=ZqGS...

A BIS analysis argues the AI buildout is outpacing prior infrastructure booms and warns, “The larger the boom, the deeper the eventual bust.” Their model suggests that investment is 50% above the efficient level. www.bis.org/publ/work136...

new: Satya Nadella criticized Anthropic's Fable safeguards in an internal meeting yesterday. he said it doesn't make sense to exert this much control over what the model will answer www.cnbc.com/2026/07/16/m...

Got this text a couple months. Had to investigate it. www.nytimes.com/2026/07/16/t...

new: Fireworks is the first inference cloud to hit $1 billion in ARR. it's now worth $17.5 billion Nvidia-backed startup hits $17.5B valuation as companies eye cheaper AI models www.cnbc.com/2026/07/16/f...

call them bargaining chips www.wsj.com/world/middle...

i probably shouldn't be surprised that a company is called Broccoli AI because 50 years ago three people started a company called Apple Computer

"Japan opted for a US cloud computing company after extensive discussions with Washington and a conversation between President Donald Trump and Prime Minister Sanae Takaichi in March." www.ft.com/content/c8d3...

what happens if DeepSeek goes out before Anthropic and OpenAI www.straitstimes.com/business/dee...

wonder if Anthropic will introduce a Claude subscription that lands below $9.99. currently there's nothing between the free tier and Pro, which costs $17 per month www.wsj.com/business/ret...

found this useful on cyclosporiasis www.universityofcalifornia.edu/news/what-yo...

"'Everyone knows there’s a lot more coming, and so I think there’s been a hesitancy to jump in with both feet here,' said Travis King, head of investment-grade corporates at Voya Investment Management. 'Everyone wants to leave some room for the next deal.'" www.wsj.com/finance/inve...

"Shoosmiths, the London-based law firm, offered a firm-wide £1mn bonus if staff logged 1mn prompts on Microsoft Copilot in the year to March." www.ft.com/content/cc03...

a lot of individual opposition so far to the SEC proposal that would permit companies traded on US markets to report financial results two times each year instead of four, although some companies, like ExxonMobil, clearly support it www.sec.gov/rules-regula...

"The company said that it planned to appeal to the labor board in Washington" www.nytimes.com/2026/07/10/b...

okay but the photos are good www.wsj.com/us-news/ibm-...

A couple of years ago I started wondering why I was spending so much time on hobbies cosplaying obsolete jobs. This is a go at an answer: I'm in the grips of *skill nostalgia*, and the problem is to avoid it becoming reactionary. It turns out John Ruskin (??) has the answer aeon.co/essays/the-r...

talk about surface-level www.wsj.com/real-estate/...

it might be called Copilot Cowork, like Anthropic's Claude Cowork, but it has OpenAI's GPT-5.6 as an option, alongside Anthropic's Sonnet 5, Opus 4.8 and (in preview) Fable. i wonder if Microsoft is paying Anthropic to use "Cowork" in the product name openai.com/index/gpt-5-...

2020: Tailored Brands, owner of the Men’s Wearhouse and Jos. A. Bank brands, is delisted from NYSE and files for Chapter 11 bankruptcy protection 2026: Tailored Brands files to go public on Nasdaq www.sec.gov/Archives/edg...

"Elon Musk’s lab, xAi, which dabbles in in-house training, has solicited writers who have sold 50,000 copies of a novel or published 10 short stories in elite magazines for a gig starting at $40 an hour." www.nytimes.com/2026/07/10/b...

"'China faces mounting pressure on job creation and household income growth, alongside weak links in people’s livelihood support,' the ministry said, explicitly naming AI as a new technology affecting employment." www.bloomberg.com/news/article...

Torsten Slok makes you go hmmm www.apollo.com/wealth/insig...

Wait but what if

"Most participants remarked that growth in economic activity that exceeded that of potential output, owing in part to strong AI business investment, could contribute to more persistent inflationary pressures" www.federalreserve.gov/monetarypoli...

"This year around 16% of bidders in Old Masters sales at Sotheby’s, another auction house, are under the age of 40, nearly triple the share from five years ago." www.economist.com/culture/2026...

I mean this explains quite a lot about experiencing social media in the 2020's www.theatlantic.com/magazine/202...

Microsoft is announcing layoffs now, with 4,800 employees set to leave, including 20% of Xbox workers exiting, we're told www.cnbc.com/2026/07/06/m...

When you forget your city has fog in July and decide to have fireworks

rare that you see an article on a person who didn't get the big job www.ft.com/content/4ab1...

how far will they bend

"Now arXiv receives an average of 24,000 new submissions every month, with recent months frequently topping out at over 30,000 new submissions. It now takes nearly 30 staff to make sure arXiv’s operations run smoothly." info.arxiv.org/about/spinou... see also www.economist.com/graphic-deta...

sentiment analysis algorithms could be more sophisticated www.ft.com/content/9eb8... papers.ssrn.com/sol3/papers....

sometimes the existence of the message is itself a signal, regardless of content www.economist.com/britain/2026...

"BofA Global Research's proprietary Bubble Risk Indicator, which scores assets on a scale of 0 to 1, with 1 signaling extreme bubble-like price action, stands at 0.91 for the PHLX Semiconductor Sector and 0.82 for the Technology Select Sector" www.reuters.com/legal/transa...

"The net profit margin for companies in the S&P 500 rose to 14.8% in the first quarter, according to FactSet. This marks the highest net margin ... reported by the index since the data provider began tracking this metric in 2009." www.wsj.com/finance/stoc...

Melvin Deng, CEO of Singapore-based digital asset trading company QCP, says family offices that do invest in cryptocurrencies typically have about 1-2% of their total assets in them. Even his clients, who he says tend to be early tech adopters, have at most 5-7% of their wealth in digital assets"

Hyperscaler free cash flow coming down www.apollo.com/content/dam/...

"The mean annual pay in San Francisco was $196,365 last year, up from $153,359 in 2020, according to the Bureau of Labor Statistics." www.nytimes.com/2026/06/29/t...

#$XOM CFO Neil Hansen sent an 11-page letter to the SEC in support of eliminating quarterly earnings. When a mega company like Exxon Mobil thinks it's OK to do this, it gives cover to all of the other large companies. (1/2) www.sec.gov/comments/S7-...

RIP @om.co. will miss you deeply om.co/2026/06/24/1...

- discusses deontology and consequentialism - "Earlier this year the Federal Reserve Bank of New York published figures showing that American philosophy graduates are more likely to have jobs than their peers who studied computer science" www.economist.com/science-and-...

this guy has been at Microsoft for 28 years, most recently as principal software engineer. he and his wife live in Redmond, Washington. they feel they're getting priced out of King County and are looking to sell their home and move somewhere cheaper www.seattletimes.com/business/loc...

President Trump said Mark Singer was "not born with great writing ability" and was "a total loser." NYT obituary says Singer "extended the [New Yorker's] franchise of rich reporting and witty prose about offbeat, complicated and quintessentially American characters" www.nytimes.com/2026/06/21/o...

for how long will they present this advertisement for something unavailable

"Waymo identified at least 13 instances of its robotaxis driving into highway sections that were closed for construction." BTW, "4,000 robotaxis" is Waymo's entire fleet.

the K train stopped running in 1988 www.nycsubway.org/perl/show?/i...

we shall call this a vapor-IPO

"Many software companies are in trouble because AI disruption is eroding the equity value of incumbent business models while higher-for-longer rates strain the debt that financed them." www.apollo.com/wealth/the-d...

FT: "Shares in Accenture, the world’s largest listed consultancy, have fallen by almost half in the past year, indicating the scale of investors fears that AI will damage professional services groups" Ali Ghodsi on consultancies: "I think for the next 10 years, they're going to see a big boom"