What's Next at Bluesky - Bluesky

As we head into 2026, we're entering a new phase for the Bluesky app. Last year was about scaling through rapid growth and getting the fundamentals in place. This year is about leaning into what's working and investing more intentionally in the things that make Bluesky different.

OpenAI Announces $122 Billion Additional ‘Committed Capital’, and Announces Their ‘Superapp’ Plan for the Future

I don’t see the path from here to there, where *there* is a justification for a trillion-dollar-ish valuation.

Big Tech’s A.I. Spending Is Accelerating (Again)

Despite the risk of a bubble, Google, Meta, Microsoft and Amazon plan to spend billions more on artificial intelligence than they already do.

The 2026 Developer's Guide to Free Google Cloud Credits (For AI & Side Projects)

If you’re a beginner or developer who wants to pursue a career in AI in 2026, you can’t ignore the...

AI Is A Money Trap

In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on the idea that

SPVs, Credit, and AI Datacenters

How a new credit bubble is building in AI data centers

Timing Is Everything in the AI Bubble

This week's tech sell-off is a symptom of a deeper problem: no one knows when - or how - big tech's $1 trillion bet on AI is going to pay off.

The Beginning of the End of Big Tech

From politicians to VC firms, everyone is falling out of love with the massive, money-oriented, global technology titans. In their place, we have the chance to build something open and trustworthy.

Google Cloud Next 2026: The End Of The AI Pilot Era

Google Cloud Next 2026 opened with Thomas Kurian declaring the end of the AI pilot era and Sundar Pichai comparing the enterprise refrain of last year (“Can we build an agent?”) to today’s: “How do we manage thousands of them?” Google Cloud Next ’26 answers the second question with a single product story: Gemini Enterprise […]

SF Compute: Commoditizing Compute to solve the GPU Bubble forever

Selling GPUs to avoid bankruptcy, empowering researchers with short term clusters, and why CoreWeave is maybe a real estate business

Disruption Ahead: AWS Quietly Axing Services

Amazon is quietly deprecating Cloud9, SimpleDB, CodeCommit and more services.

Meredith Whittaker on Twitter / X

Now that even Goldman, Sequoia, and other major investors are calling it, it's good to remember that the shakiness of the AI market, and the mismatch between capex and ROI, has been clear for a long time to those of us who look closely at the political economy of AI. https://t.co/dLLNAcW5Sn— Meredith Whittaker (@mer__edith) July 30, 2024

Spending on AI Is at Epic Levels. Will It Ever Pay Off?

Tech companies are pouring hundreds of billions into data centers, taking on heavy debt, but current revenue is relatively tiny. Critics warn of a new dot-com bubble.

Is Big Tech's AI Gamble Starting to Look Riskier? - Slashdot

The Washington Post looks at giant tech companies "feeding every available dollar into the cash-incinerating maw of AI machines." They warn "Tech superstars that once had oodles of cash left over at the end of each year are now flipping into the red..." [While optimists expect] huge corporate p...

Dave Troy on Twitter / X

Fears over datacenters are distorted along a few important axes:1) anxiety over AI, future employment, and control; they symbolize what people fear they are losing,2) compute centralization, which is actually probably not going to actually occur, because of financial…— Dave Troy (@davetroy) August 21, 2026