Brad Casemore

Why You Should Care About the Private-Credit Crisis It holds potentially profound implications for the tech industry

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The Citrini Moment: Not a Fashionable Cocktail, but a Provocative AI Scenario Between forecasts and fiction

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On the Need for AI Regulatory Control But the motivation for regulation isn’t the specter of superintelligent AI autonomy

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Belated New Year Salutations from the Belly of the Bubble The song is discordant, but in some ways it’s the same

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Prediction Markets: Gambling in All But Name It's old fashioned, but I still distinguish between gambling and investing

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Oracle Takes a Tumble as Investors Get Jittery About AI Spending The risks are real; the market is right to price them into calculations

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Trump’s China Reversal Gives Nvidia a Hollow Victory The chip has sailed

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Battling November Gloom Things Considered and Rejected Amid Seasonal Restlessness

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Navigating Moats and Gaps All eyes were on Nvidia this week, but the hyperscalers remain key protagonists in the AI narrative

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Decoupling Technologies from Market Bubbles AI will outlive a bursting bubble

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Super Micro’s Latest Misstep, OpenAI’s Erotica, and Tech Sexpionage “Dirty ChatGPT” is coming to town

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Fall is Upon Us, but Tech Markets Feel the Heat Is it really so different this time?

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Ethernet Strikes Again A comforting constant in an ever-changing world

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Will the Tech Industry Go Underground? Datacenter Future Could Be Subterranean

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Datacenters in Space: Not a Sitcom, but Maybe It Should Be There’s no serenity now

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The AI Boom: Three Secondary Concerns and One Primary Anxiety Maybe it’s not a bubble on the verge of bursting, but nor is it sustainable

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We’re in a Strange New World And we haven’t even figured out how to use AI gainfully yet

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Earnings Calls Tout AI Growth, but Jobs Don’t Follow For now, investors are winning; employees not so much

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AI Puts Consultancies Between a Rock and a Hard Place How and Why Consultants Made the Cardinal Error of Overpromising and Underdelivering

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At Struggling and Thriving Companies Alike, Employees are Getting the Chop It Wasn’t Always So

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AI Doesn’t Worry Me, but the People Behind It Are Another Matter It's a Powerful Tool in the Wrong Hands

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Don’t Blame Nvidia for this China Crisis Stuck in the Middle, Getting a Kicking from Both Sides

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Burner phones, wiped socials: the extreme precautions for visitors to Trump’s America Horror stories about detainments at the border have also soured some from visiting during Trump’s second term

It’s depressing that people considering travel to the United States have to resort to such measures. These are the kinds of precautions you might take before traveling to a banana republic. What happened to free speech in the U.S.? www.theguardian.com/us-news/2025...

Addressing Big Questions: Is the AI Market a Bubble About to Burst? It's Probably Not a Full-Fledged Bubble, but Here's How You'll Be Able Tell

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AI Acquihire Deals Benefit a Few at the Cost of Many There Must Be a Better Way, Especially for Abandoned Employees

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It’s Mad, Mad World Pointless AI Chess Tournaments, Trump’s CEO Tirades, and the Future of Work

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This is not news. If Trump had played a clean game of golf, or refrained from lying for 24 hours, it would have been news.

Equinix Greets an Unexpected Visitor: “Oh, Look, It’s Elliott Capital Management” The Activist Investor Might Need to Modify Its Cookbook

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The “Tech Oligarchs” series of articles in Le Monde makes for compelling reading, highly recommended.