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I mean, it’s one banana republic, Michael. What could it cost? $14 billion?
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
21 hrs ago
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Alex Wilhelm
3
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How to lose the talent war
Also: Who isn't working to save Intel?
Sep 25
•
Alex Wilhelm
3
Are stablecoins really overhyped?
And Stripe innovating new ways unicorns can avoid going public
Sep 24
•
Alex Wilhelm
3
Oligarchy with American Characteristics
And yes, we talk about OpenAI-Nvidia
Sep 23
•
Alex Wilhelm
6
Use AI or you hate America
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Sep 19
•
Alex Wilhelm
1
Nvidia to the rescue
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Sep 18
•
Alex Wilhelm
4
Even misbehaving mammals won't stop us!
In real news: China wants to see its chip dividend
Sep 17
•
Alex Wilhelm
3
Mercor is on the fastest growth path I’ve ever seen
Do us a solid and go public in 2026
Sep 16
•
Alex Wilhelm
4
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