I have no way of knowing whether AGI is two days away, two decades away or two centuries away. If that wasn't bad enough, I find AGI doomerism and singularity speak uninteresting. Maybe it's because I find AGI uninteresting. But I am going to write about it this week in the #DailyPlanet
The Daily Planet #88: The AI Bubble, Part 13
dailyplanet.leaflet.pub
November 24, 2025 at 12:28 PM
I have no way of knowing whether AGI is two days away, two decades away or two centuries away. If that wasn't bad enough, I find AGI doomerism and singularity speak uninteresting. Maybe it's because I find AGI uninteresting. But I am going to write about it this week in the #DailyPlanet
AI isn't emerging into an empty field; it's arriving at the end of a long arc of economic transformation - the era of cognitive capitalism, where value comes from the organization of knowledge, communication, and attention rather than the fabrication of physical goods. More in today's #WeeklyPlanet
The Weekly Planet #14: The AI Bubble, Part 2. The Financial Bubble
dailyplanet.leaflet.pub
November 23, 2025 at 10:58 PM
AI isn't emerging into an empty field; it's arriving at the end of a long arc of economic transformation - the era of cognitive capitalism, where value comes from the organization of knowledge, communication, and attention rather than the fabrication of physical goods. More in today's #WeeklyPlanet
For day 6 of this week's #DailyPlanet, a history lesson: AI mania has sparked both excitement and concern, drawing parallels to 1929 culminating in the Great Depression.
The Daily Planet #87: The AI Bubble, Part 12
dailyplanet.leaflet.pub
November 22, 2025 at 2:41 PM
For day 6 of this week's #DailyPlanet, a history lesson: AI mania has sparked both excitement and concern, drawing parallels to 1929 culminating in the Great Depression.
Vertical integration works for high-tech production, part 2: what works for Google in AI (and Apple for Phones) has also worked for BYD when it comes to EVs in today's #DailyPlanet
The Daily Planet #86: The AI Bubble, Part 11
dailyplanet.leaflet.pub
November 21, 2025 at 7:31 PM
Vertical integration works for high-tech production, part 2: what works for Google in AI (and Apple for Phones) has also worked for BYD when it comes to EVs in today's #DailyPlanet
Really looking forward to this discussion on Open-Source organized by @gabriel-export.bsky.social and @kpaxle.bsky.social with @ronentk.me, @erlend.sh and Regis Chapman and me being the talking heads.
Jazzed for this panel discussion on open source software with @erlend.sh @ranganaut.bsky.social & Regis Chapman. Please join us! (Dec 3 2:30 PM - 4:00 PM EST)
Thanks @kpaxle.bsky.social @gabriel-export.bsky.social for organizing 💙
luma.com/z9ivf64k?tk=...
Thanks @kpaxle.bsky.social @gabriel-export.bsky.social for organizing 💙
luma.com/z9ivf64k?tk=...
Making Sense of Open-Source: Ideals, Reality, and What's on the Horizon · Zoom · Luma
Have you been wondering about the future of open-source? Do you find yourself caught between idealistic visions of collaborative commons and the messy reality…
luma.com
November 20, 2025 at 4:43 PM
Really looking forward to this discussion on Open-Source organized by @gabriel-export.bsky.social and @kpaxle.bsky.social with @ronentk.me, @erlend.sh and Regis Chapman and me being the talking heads.
Once you're committed to spending trillions like the hyperscalers are, it makes sense to think of efficiencies that reduce your spend. One obvious solution: own the entire stack from chips to models to data centers to distribution. Google is doing that quite well, and Gemini 3 is proof. #DailyPlanet
The Daily Planet #85: The AI Bubble, Part 10
dailyplanet.leaflet.pub
November 20, 2025 at 3:07 PM
Once you're committed to spending trillions like the hyperscalers are, it makes sense to think of efficiencies that reduce your spend. One obvious solution: own the entire stack from chips to models to data centers to distribution. Google is doing that quite well, and Gemini 3 is proof. #DailyPlanet
If cognitive capitalism became the engine of American prosperity after deindustrialization and the neoliberal turn, McKenzie Wark helps us see why this shift wasn’t merely a change in industrial organization — it was a transformation in the deep logic of value creation. #DailyPlanet
The Daily Planet #84: The AI Bubble, Part 9
dailyplanet.leaflet.pub
November 19, 2025 at 11:39 AM
If cognitive capitalism became the engine of American prosperity after deindustrialization and the neoliberal turn, McKenzie Wark helps us see why this shift wasn’t merely a change in industrial organization — it was a transformation in the deep logic of value creation. #DailyPlanet
First of two #DailyPlanets on Cognitive Capitalism. We can't make sense of the massive investment in data centers by the Hyperscalers without:
1. The millenarian belief that AGI is imminent and inevitable.
2. The Hyperscalers' understanding of the sources of their own economic success.
1. The millenarian belief that AGI is imminent and inevitable.
2. The Hyperscalers' understanding of the sources of their own economic success.
The Daily Planet #83: The AI Bubble, Part 8
dailyplanet.leaflet.pub
November 18, 2025 at 4:13 PM
First of two #DailyPlanets on Cognitive Capitalism. We can't make sense of the massive investment in data centers by the Hyperscalers without:
1. The millenarian belief that AGI is imminent and inevitable.
2. The Hyperscalers' understanding of the sources of their own economic success.
1. The millenarian belief that AGI is imminent and inevitable.
2. The Hyperscalers' understanding of the sources of their own economic success.
1/3 @leaflet.pub has been experimenting with how it can become a better destination for scientists. I have some - strong! - opinions on the topic, and a new publication for sharing those opinions. Let me present Hyperproblems to the world:
hyperproblems.com/3m5tkmhnof224
hyperproblems.com/3m5tkmhnof224
Hyperproblems: New Ways of Doing and Communicating Science - Hyperproblems
hyperproblems.com
November 17, 2025 at 3:44 PM
1/3 @leaflet.pub has been experimenting with how it can become a better destination for scientists. I have some - strong! - opinions on the topic, and a new publication for sharing those opinions. Let me present Hyperproblems to the world:
hyperproblems.com/3m5tkmhnof224
hyperproblems.com/3m5tkmhnof224
We are now into the second week of the AI bubble. Yesterday's Weekly Planet mentioned three potential bubbles: the Financial Bubble, the Technical Bubble and the Cultural Bubble. This week the #DailyPlanet will cover the financial bubble, starting with the insane evaluations of the Magnificent Seven
The Daily Planet #82: The AI Bubble, Part 7
dailyplanet.leaflet.pub
November 17, 2025 at 11:27 AM
We are now into the second week of the AI bubble. Yesterday's Weekly Planet mentioned three potential bubbles: the Financial Bubble, the Technical Bubble and the Cultural Bubble. This week the #DailyPlanet will cover the financial bubble, starting with the insane evaluations of the Magnificent Seven
When Sam Altman admits we're in an AI bubble while seeking a trillion dollars for data centers & Geoff Hinton meets the Pope to discuss whether AI threatens human dignity, we've wandered far from normal market speculation. There are at least three potential AI bubbles. More in today's #WeeklyPlanet
The Weekly Planet #13: The AI Bubble, Part 1. Three AI Bubbles
dailyplanet.leaflet.pub
November 16, 2025 at 8:17 PM
When Sam Altman admits we're in an AI bubble while seeking a trillion dollars for data centers & Geoff Hinton meets the Pope to discuss whether AI threatens human dignity, we've wandered far from normal market speculation. There are at least three potential AI bubbles. More in today's #WeeklyPlanet
And to round out this weeks coverage of the AI Bubble, a thoughtful defense of the non-bubblic character of AI by Peter Wildeford. #DailyPlanet
The Daily Planet #81: The AI Bubble, Part 6
dailyplanet.leaflet.pub
November 15, 2025 at 2:29 PM
And to round out this weeks coverage of the AI Bubble, a thoughtful defense of the non-bubblic character of AI by Peter Wildeford. #DailyPlanet
The AI Bubble is also fueling the fossil fuel bubble. The energy needs of hyperscalers is ramping up so quickly that the demand for gas turbines is shooting up in response. More in today's #DailyPlanet
The Daily Planet #80: The AI Bubble, Part 5
dailyplanet.leaflet.pub
November 14, 2025 at 2:07 PM
The AI Bubble is also fueling the fossil fuel bubble. The energy needs of hyperscalers is ramping up so quickly that the demand for gas turbines is shooting up in response. More in today's #DailyPlanet
AGI/ASI fever hasn't spread through Chinese AI communities in the way it has done so within Silicon Valley. Afra Wang's piece on the China Tech Canon walks us through the way Chinese AI entrepreneurs think about the singularity - or the lack of it. #DailyPlanet
The Daily Planet #79: The AI Bubble, Part 4
dailyplanet.leaflet.pub
November 13, 2025 at 12:39 PM
AGI/ASI fever hasn't spread through Chinese AI communities in the way it has done so within Silicon Valley. Afra Wang's piece on the China Tech Canon walks us through the way Chinese AI entrepreneurs think about the singularity - or the lack of it. #DailyPlanet
The hype around AI is partly due to predictions about the imminent arrival of Artificial General Intelligence (AGI). Is it around the corner? Is it just a matter of pouring more money into existing tech and building out more data centers? Gary Marcus doesn't think so. More in today's #DailyPlanet
The Daily Planet #78: The AI Bubble, Part 3
dailyplanet.leaflet.pub
November 12, 2025 at 12:31 PM
The hype around AI is partly due to predictions about the imminent arrival of Artificial General Intelligence (AGI). Is it around the corner? Is it just a matter of pouring more money into existing tech and building out more data centers? Gary Marcus doesn't think so. More in today's #DailyPlanet
Bubbles burst when supply for the previously hot commodity runs ahead of demand, whether those be tulips or internet bandwidth or derivatives based on subprime loans. We are not there yet when it comes to AI. More in today’s #DailyPlanet.
The Daily Planet #77: The AI Bubble, Part 2
dailyplanet.leaflet.pub
November 11, 2025 at 6:34 PM
Bubbles burst when supply for the previously hot commodity runs ahead of demand, whether those be tulips or internet bandwidth or derivatives based on subprime loans. We are not there yet when it comes to AI. More in today’s #DailyPlanet.
Is it a Bubble?
Even Sam Altman says so, while following it up with promises to invest a trillion dollars in data centers. But fears of a financial bubble severely underestimate what's going on with AI.
More on the AI Bubble in this series of posts in the #DailyPlanet starting today.
Even Sam Altman says so, while following it up with promises to invest a trillion dollars in data centers. But fears of a financial bubble severely underestimate what's going on with AI.
More on the AI Bubble in this series of posts in the #DailyPlanet starting today.
The Daily Planet #76: The AI Bubble, Part 1
dailyplanet.leaflet.pub
November 10, 2025 at 4:59 PM
Is it a Bubble?
Even Sam Altman says so, while following it up with promises to invest a trillion dollars in data centers. But fears of a financial bubble severely underestimate what's going on with AI.
More on the AI Bubble in this series of posts in the #DailyPlanet starting today.
Even Sam Altman says so, while following it up with promises to invest a trillion dollars in data centers. But fears of a financial bubble severely underestimate what's going on with AI.
More on the AI Bubble in this series of posts in the #DailyPlanet starting today.
I am back to metabolic sovereignty in the #WeeklyPlanet after a deepish dive into energy and compute sovereignty. TLDR; the Anthropocene is:
- An exercise in metabolic sovereignty for all humans
- Human-wide metabolic sovereignty has unfortunately justified an sharply unequal metabolic pyramid.
- An exercise in metabolic sovereignty for all humans
- Human-wide metabolic sovereignty has unfortunately justified an sharply unequal metabolic pyramid.
The Weekly Planet #12: Metabolic Sovereignty Revisited
dailyplanet.leaflet.pub
November 9, 2025 at 4:49 PM
I am back to metabolic sovereignty in the #WeeklyPlanet after a deepish dive into energy and compute sovereignty. TLDR; the Anthropocene is:
- An exercise in metabolic sovereignty for all humans
- Human-wide metabolic sovereignty has unfortunately justified an sharply unequal metabolic pyramid.
- An exercise in metabolic sovereignty for all humans
- Human-wide metabolic sovereignty has unfortunately justified an sharply unequal metabolic pyramid.
I am going to end this series on Metabolic Sovereignty not with an essay on Energy or Information, but on the greatest disruption to global metabolism ever: the COVID pandemic. #DailyPlanet
The Daily Planet #75: Metabolic Sovereignty Revisited, Part 6
dailyplanet.leaflet.pub
November 8, 2025 at 10:55 PM
I am going to end this series on Metabolic Sovereignty not with an essay on Energy or Information, but on the greatest disruption to global metabolism ever: the COVID pandemic. #DailyPlanet
One of the great hopes of climate action is that of an "energy transition," where we replace fossil fuel sources with renewable sources and we don't emit carbon into the atmosphere anymore. Not so quickly says Tooze about Fressoz in today's #DailyPlanet
The Daily Planet #74: Metabolic Sovereignty Revisited, Part 5
dailyplanet.leaflet.pub
November 7, 2025 at 1:32 PM
One of the great hopes of climate action is that of an "energy transition," where we replace fossil fuel sources with renewable sources and we don't emit carbon into the atmosphere anymore. Not so quickly says Tooze about Fressoz in today's #DailyPlanet
Today’s #DailyPlanet is on Xi Jinping’s contribution to China’s increasing influence as the world’s Electrostate
The Daily Planet #73: Metabolic Sovereignty Revisited, Part 4
dailyplanet.leaflet.pub
November 7, 2025 at 1:36 AM
Today’s #DailyPlanet is on Xi Jinping’s contribution to China’s increasing influence as the world’s Electrostate
Can someone please explain to me why Dick Cheney is being mourned by the liberal intelligentsia, such as it is?
Just because he discovered an antipathy for Trump late in the game?
There are very few people who have caused more harm than Dick Cheney; and yet, now he is a hero?
Just because he discovered an antipathy for Trump late in the game?
There are very few people who have caused more harm than Dick Cheney; and yet, now he is a hero?
November 5, 2025 at 6:52 PM
Can someone please explain to me why Dick Cheney is being mourned by the liberal intelligentsia, such as it is?
Just because he discovered an antipathy for Trump late in the game?
There are very few people who have caused more harm than Dick Cheney; and yet, now he is a hero?
Just because he discovered an antipathy for Trump late in the game?
There are very few people who have caused more harm than Dick Cheney; and yet, now he is a hero?
In today's #DailyPlanet, I discuss Dipesh Chakrabarty's influential theses on "The Climate of History."
The Daily Planet #72: Metabolic Sovereignty Revisited, Part 3
dailyplanet.leaflet.pub
November 5, 2025 at 1:53 PM
In today's #DailyPlanet, I discuss Dipesh Chakrabarty's influential theses on "The Climate of History."
Energy intensity matters - and industrial modernity unlocked high-intensity fuels, including fossil fuels. All the ills of the anthropocene are downstream from this unlocking, but it's also true that modern health and prosperity depend on concentrated energy. More in today's #DailyPlanet
The Daily Planet #71: Metabolic Sovereignty Revisited, Part 2
dailyplanet.leaflet.pub
November 4, 2025 at 11:47 AM
Energy intensity matters - and industrial modernity unlocked high-intensity fuels, including fossil fuels. All the ills of the anthropocene are downstream from this unlocking, but it's also true that modern health and prosperity depend on concentrated energy. More in today's #DailyPlanet
Back to metabolic sovereignty this week after a deepish dive into energy and compute sovereignty. #DailyPlanet
The Daily Planet #70: Metabolic Sovereignty Revisited, Part 1
dailyplanet.leaflet.pub
November 3, 2025 at 8:55 PM
Back to metabolic sovereignty this week after a deepish dive into energy and compute sovereignty. #DailyPlanet