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Posts by Brad Casemore

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1 week ago 0 0 0 0
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On the Oracle Layoffs (and Recent Layoffs More Generally) Something big is happening, but what is it?

crepuscular-circus.ghost.io/on-the-oracl...

2 weeks ago 0 0 0 0
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Welcome to the Lightning Round Thunder to follow

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3 weeks ago 0 0 0 0
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Why You Should Care About the Private-Credit Crisis It holds potentially profound implications for the tech industry

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1 month ago 0 0 0 0
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The Citrini Moment: Not a Fashionable Cocktail, but a Provocative AI Scenario Between forecasts and fiction

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1 month ago 0 0 0 0
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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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2 months ago 0 0 0 0
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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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3 months ago 0 0 0 0
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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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4 months ago 1 0 0 0
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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

crepuscular-circus.ghost.io/oracle-takes...

4 months ago 1 0 0 0
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Trump’s China Reversal Gives Nvidia a Hollow Victory The chip has sailed

crepuscular-circus.ghost.io/trumps-china...

4 months ago 1 0 0 0
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Battling November Gloom Things Considered and Rejected Amid Seasonal Restlessness

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4 months ago 1 0 0 0
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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

crepuscular-circus.ghost.io/navigating-m...

5 months ago 1 0 0 0
Technologies Change, but Market Behavior is Remarkably Consistent AI is in the spotlight, but human psychology determines market cycles

crepuscular-circus.ghost.io/technologies...

5 months ago 0 0 0 0
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Decoupling Technologies from Market Bubbles AI will outlive a bursting bubble

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5 months ago 0 0 0 0
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Super Micro’s Latest Misstep, OpenAI’s Erotica, and Tech Sexpionage “Dirty ChatGPT” is coming to town

crepuscular-circus.ghost.io/super-micros...

5 months ago 0 0 0 0
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Fall is Upon Us, but Tech Markets Feel the Heat Is it really so different this time?

crepuscular-circus.ghost.io/fall-is-upon...

5 months ago 0 0 0 0
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Ethernet Strikes Again A comforting constant in an ever-changing world

crepuscular-circus.ghost.io/ethernet-str...

6 months ago 0 0 0 0
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Will the Tech Industry Go Underground? Datacenter Future Could Be Subterranean

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6 months ago 0 0 0 0
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Datacenters in Space: Not a Sitcom, but Maybe It Should Be There’s no serenity now

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6 months ago 1 0 0 0
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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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6 months ago 0 0 0 0
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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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6 months ago 0 0 0 0
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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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7 months ago 0 0 0 0
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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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7 months ago 0 0 0 0
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At Struggling and Thriving Companies Alike, Employees are Getting the Chop It Wasn’t Always So

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7 months ago 0 0 0 0
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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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7 months ago 0 0 0 0
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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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7 months ago 0 0 0 0
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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...

7 months ago 0 0 0 0
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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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7 months ago 0 0 0 0
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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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8 months ago 0 0 0 0
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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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8 months ago 0 0 0 0