A look at why Dotcom Bubble comparisons to the AI boom are off, vertical SaaS is up +3% last 12 months vs. horizontal SaaS down 35%, and other reflections on AI (Logan Bartlett/@loganbartlett)March 29, 2026
The Download: the mysteries surrounding weight-loss drugs, and the economic effects of AIbig tee tech hubNovember 28, 2025 This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world…
The Download: how to clean up AI data centers, and weight-loss drugs’ side effectsbig tee tech hubJune 29, 2025 In a sandy industrial lot outside Reno, Nevada, rows of battery packs that once propelled electric vehicles are now powering…