Cedric Chin argues that framing the current AI investment cycle as a dot-com bubble repeat or a 2008-style GFC is analytically lazy. The comparisons are limiting because the underlying mechanics, the capital structures, and the failure modes are different. His piece forces a harder question: if it is a bubble, what kind exactly.

Matthew Prince published a post-mortem on last week's Cloudflare outage. That alone is worth reading. Separately, 'hl' is a terminal log viewer built for human readability and speed, and Enthusiast Guy's Continuum 93 emulates a fantasy computer that never existed.

The full newsletter also includes a list of things that aren't actually doing the thing they claim to do. No further context given. Read it.

[READ ORIGINAL →]