Cedric Chin argues that framing the current AI investment cycle as a repeat of the dot-com bubble or the 2008 GFC is the wrong mental model. The comparison limits how clearly you can think about what is actually happening and what comes next.
Matthew Prince published a direct post-mortem on last week's Cloudflare outage. Also covered: 'hl', a fast log viewer built for human readability, and Continuum 93, a fantasy computer emulator from Enthusiast Guy worth poking at if you care about emulation craft.
The Chin piece alone is worth the full read because the argument is not just 'this time is different.' It is a structural critique of how bubble comparisons get used as a substitute for analysis. Prince's outage breakdown is the kind of transparent incident report the industry rarely produces. Both reward reading past the summary.
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