Issue 179 of Not Boring's Weekly Dose of Optimism landed during a week of significant market turbulence. The framing is deliberate: the column launched in the 2022 bear market specifically because builders kept building while sentiment collapsed. That thesis is the lens for everything that follows.
The issue runs four extra items behind the paywall for paid members, in addition to the main free digest. The editorial argument is simple: market prices and technological progress are not the same metric, and conflating them is an analytical error. The piece does not dwell on what fell. It catalogs what shipped.
Read the full issue if you want the specific companies and projects cited as evidence. The value is not in the conclusion, which you already have, but in the individual data points the editors chose to include and why.
[READ ORIGINAL →]