← /news·[TECH]·JUL 25·1 min read

Alphabet's AI spending cycle tests investor patience, but the thesis holds

The constraint in AI infrastructure investing is timing. Hyperscale AI buildouts require capital expenditure commitments that precede revenue recognition by multiple quarters.

$Devon Ashkar·NewsNTech·[GOOGL] [TSLA] [AMZN]

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Amazon opens its advertiser base to ChatGPT

The structural problem for AI platforms trying to build ad businesses is advertiser demand: the pools of retail budget that accumulate inside closed marketplace ecosystems and rarely reach outside them.

Noor Rahimi·1 minSEP 10

[TECH]02

OpenAI and Anthropic researchers push for AI slowdown as rogue model attacks mount

The gap between AI capability and the methods used to constrain model behavior is the live concern behind a push, now growing louder, for slower AI development.

Isaac Yerby·1 minSEP 10

[TECH]03

Silicon Valley's long-shot bet is back in style

Tech investors are rediscovering the kind of long-shot, science-fiction-adjacent wagers that helped build Silicon Valley. That appetite for far-edge speculative positioning is returning.

Chase Whitlock·1 minSEP 10