October 8, 2025 at 12:51 PM
Robbie Whelan and I did a piece today on the AI bubble (?)
Increasingly loud echoes of dotcom fiber boom-turned-bust
www.wsj.com/tech/ai/ai-b...
Increasingly loud echoes of dotcom fiber boom-turned-bust
www.wsj.com/tech/ai/ai-b...
Spending on AI Is at Epic Levels. Will It Ever Pay Off?
Tech companies are pouring hundreds of billions into data centers, taking on heavy debt, but current revenue is relatively tiny. Critics warn of a new dot-com bubble.
www.wsj.com
September 26, 2025 at 3:28 PM
Robbie Whelan and I did a piece today on the AI bubble (?)
Increasingly loud echoes of dotcom fiber boom-turned-bust
www.wsj.com/tech/ai/ai-b...
Increasingly loud echoes of dotcom fiber boom-turned-bust
www.wsj.com/tech/ai/ai-b...
holy octopus www.thetimes.com/life-style/f...
September 1, 2025 at 9:55 AM
holy octopus www.thetimes.com/life-style/f...
"Spokespeople for both City Hall and the city’s Transportation Department directed questions to the New York Police Department, which in turn told The Wall Street Journal to ask City Hall."
www.wsj.com/lifestyle/ne...
www.wsj.com/lifestyle/ne...
New York Has a New E-Bike Speed Limit—and No Way to Enforce It
When the city announced a speed limit in June, haters rejoiced. But the plan had some holes.
www.wsj.com
August 7, 2025 at 12:25 PM
"Spokespeople for both City Hall and the city’s Transportation Department directed questions to the New York Police Department, which in turn told The Wall Street Journal to ask City Hall."
www.wsj.com/lifestyle/ne...
www.wsj.com/lifestyle/ne...
UK press staple: Politician 'refuses to rule out' x
July 9, 2025 at 2:48 PM
UK press staple: Politician 'refuses to rule out' x
Oracle CEO on investor call: "Stargate is not formed yet"
June 12, 2025 at 12:33 PM
Oracle CEO on investor call: "Stargate is not formed yet"
Reposted by Eliot Brown
Musk is out (or so he says). But the DOGE mindset remains, evident in gutted agencies and a demoralized workforce.
“Nobody else in the world is doing this kind of thing. And it’s basically going to get shelved.”
www.bloomberg.com/news/article...
“Nobody else in the world is doing this kind of thing. And it’s basically going to get shelved.”
www.bloomberg.com/news/article...
Musk Exits DOGE Leaving Threadbare Agencies and Strained Workers
The full effects of a drastic cost-cutting campaign are coming into focus as its billionaire architect departs from the government
www.bloomberg.com
May 29, 2025 at 12:57 PM
Musk is out (or so he says). But the DOGE mindset remains, evident in gutted agencies and a demoralized workforce.
“Nobody else in the world is doing this kind of thing. And it’s basically going to get shelved.”
www.bloomberg.com/news/article...
“Nobody else in the world is doing this kind of thing. And it’s basically going to get shelved.”
www.bloomberg.com/news/article...
Reposted by Eliot Brown
Elon Musk wasn't happy about Stargate UAE. On a call w/ G42, Musk warned those assembled: Their plan had no chance of Trump signing off on it unless his company xAI was included in the deal. Scoop w/ @eliotwb.bsky.social + Josh Dawsey
www.wsj.com/tech/elon-mu...
www.wsj.com/tech/elon-mu...
Exclusive | Elon Musk Tried to Block Sam Altman’s Big AI Deal in the Middle East
Musk warned those involved that President Trump wouldn’t bless the OpenAI data-center project in Abu Dhabi unless his xAI company was included in the deal, according to people familiar with the matter...
www.wsj.com
May 28, 2025 at 7:45 PM
Elon Musk wasn't happy about Stargate UAE. On a call w/ G42, Musk warned those assembled: Their plan had no chance of Trump signing off on it unless his company xAI was included in the deal. Scoop w/ @eliotwb.bsky.social + Josh Dawsey
www.wsj.com/tech/elon-mu...
www.wsj.com/tech/elon-mu...
Reposted by Eliot Brown
Until I start my new job, I will be pursuing my hobby of removing feral honey bee colonies from people’s homes on a semi-pro basis. I hope to post a lot of bee-related content, mostly on LinkedIn, because I think that would be funny.
This is my new business venture. I will be making T-Shirts.
This is my new business venture. I will be making T-Shirts.
May 16, 2025 at 10:13 PM
Until I start my new job, I will be pursuing my hobby of removing feral honey bee colonies from people’s homes on a semi-pro basis. I hope to post a lot of bee-related content, mostly on LinkedIn, because I think that would be funny.
This is my new business venture. I will be making T-Shirts.
This is my new business venture. I will be making T-Shirts.
my piece on UAE's Trumpian charm offensive to win access to AI chips
It worked well
www.wsj.com/tech/how-gul...
It worked well
www.wsj.com/tech/how-gul...
How Gulf Sheikhs Played Their Trump Cards Into a Massive AI Chip Deal
The U.A.E.’s ruling family used headline-grabbing investment numbers, deals with Trump family businesses and ties with tech executives to score an Nvidia deal.
www.wsj.com
May 16, 2025 at 12:54 PM
my piece on UAE's Trumpian charm offensive to win access to AI chips
It worked well
www.wsj.com/tech/how-gul...
It worked well
www.wsj.com/tech/how-gul...
Our piece on Trump Inc racking up deals with Middle East government ties as Trump heads to the Gulf to do policy
www.wsj.com/world/middle...
www.wsj.com/world/middle...
Trump’s Family Is Rapidly Striking Business Deals in the Mideast
Golf resorts, crypto deals and financial investments blur the line between private business and public policy.
www.wsj.com
May 12, 2025 at 9:41 AM
Our piece on Trump Inc racking up deals with Middle East government ties as Trump heads to the Gulf to do policy
www.wsj.com/world/middle...
www.wsj.com/world/middle...
😭
Scoop: The WSJ's Jeff Horwitz, the renowned tech journalist who was the lead author on the "Facebook Files" series, is taking a buyout and exiting the newspaper, I'm told. The move comes as Editor-In-Chief Emma Tucker pushes to remake the tech team. Details in @status.news: link.status.news/4d38jVX
May 6, 2025 at 9:56 AM
😭
Here's our super cool podcast on Neom from the Journal
Part two: THE EMPEROR'S NEW CLOTHES
Find within:
-screaming executives
-a giant hole in a mountain
-trillions in budget overruns
-financial manipulation
www.wsj.com/podcasts/the...
Part two: THE EMPEROR'S NEW CLOTHES
Find within:
-screaming executives
-a giant hole in a mountain
-trillions in budget overruns
-financial manipulation
www.wsj.com/podcasts/the...
Neom, Pt 2: The Emperor’s New Clothes - The Journal. - WSJ Podcasts
Andy Wirth and Tony Harris moved halfway across the world to help build Neom: Crown Prince Mohammed bin Salman’s futuristic new city in the Saudi desert. But what they found wasn’t the desert utopia o...
www.wsj.com
April 28, 2025 at 9:48 AM
Here's our super cool podcast on Neom from the Journal
Part two: THE EMPEROR'S NEW CLOTHES
Find within:
-screaming executives
-a giant hole in a mountain
-trillions in budget overruns
-financial manipulation
www.wsj.com/podcasts/the...
Part two: THE EMPEROR'S NEW CLOTHES
Find within:
-screaming executives
-a giant hole in a mountain
-trillions in budget overruns
-financial manipulation
www.wsj.com/podcasts/the...
Reposted by Eliot Brown
How is the CoreWeave IPO going?
March 27, 2025 at 3:15 PM
How is the CoreWeave IPO going?
Reposted by Eliot Brown
“A data centre field of dreams, or the WeWork of the AI bubble?”
@bryce.lol just put out 3,000 words of searing analysis on CoreWeave for FT Alphaville.
If you are thinking of committing money this IPO, it’s essential reading. Even if you’re not, it’s bloody brilliant.
on.ft.com/3Y3Oo2M
@bryce.lol just put out 3,000 words of searing analysis on CoreWeave for FT Alphaville.
If you are thinking of committing money this IPO, it’s essential reading. Even if you’re not, it’s bloody brilliant.
on.ft.com/3Y3Oo2M
Eight odd things in CoreWeave’s IPO prospectus
[FREE TO READ] A data centre field of dreams, or the WeWork of the AI bubble?
on.ft.com
March 27, 2025 at 10:29 AM
“A data centre field of dreams, or the WeWork of the AI bubble?”
@bryce.lol just put out 3,000 words of searing analysis on CoreWeave for FT Alphaville.
If you are thinking of committing money this IPO, it’s essential reading. Even if you’re not, it’s bloody brilliant.
on.ft.com/3Y3Oo2M
@bryce.lol just put out 3,000 words of searing analysis on CoreWeave for FT Alphaville.
If you are thinking of committing money this IPO, it’s essential reading. Even if you’re not, it’s bloody brilliant.
on.ft.com/3Y3Oo2M
Reposted by Eliot Brown
The anticipated cost of the Neom gigaproject in Northwest Saudi Arabia have exploded from the original $500bn (£386bn) estimate to $8.8 trillion (£6.8 trillion)
Full story:
Full story:
Anticipated cost of Saudi Arabia’s Neom gigaproject explodes from $500bn to $8.8 trillion
Neom is a series of megaprojects that will see the construction of futuristic cities and holiday des...
buff.ly
March 12, 2025 at 4:16 PM
The anticipated cost of the Neom gigaproject in Northwest Saudi Arabia have exploded from the original $500bn (£386bn) estimate to $8.8 trillion (£6.8 trillion)
Full story:
Full story:
My story on Neom
Inside: a $45 M party w/ Alicia Keys, a $8.8 T capex estimate, an internal audit alleging "financial manipulation" by top executives, $130 M of McKinsey fees in a year, and the chandelier, an ornamental 30-story tower hanging upside down
www.wsj.com/finance/saud...
Inside: a $45 M party w/ Alicia Keys, a $8.8 T capex estimate, an internal audit alleging "financial manipulation" by top executives, $130 M of McKinsey fees in a year, and the chandelier, an ornamental 30-story tower hanging upside down
www.wsj.com/finance/saud...
What Went Wrong at Saudi Arabia’s Futuristic Metropolis in the Desert
Neom executives shielded Crown Prince Mohammed bin Salman from the challenges of his fantastical plans, including by engaging in “deliberate manipulation” of financials, an internal report found
www.wsj.com
March 10, 2025 at 12:59 PM
My story on Neom
Inside: a $45 M party w/ Alicia Keys, a $8.8 T capex estimate, an internal audit alleging "financial manipulation" by top executives, $130 M of McKinsey fees in a year, and the chandelier, an ornamental 30-story tower hanging upside down
www.wsj.com/finance/saud...
Inside: a $45 M party w/ Alicia Keys, a $8.8 T capex estimate, an internal audit alleging "financial manipulation" by top executives, $130 M of McKinsey fees in a year, and the chandelier, an ornamental 30-story tower hanging upside down
www.wsj.com/finance/saud...
Reposted by Eliot Brown
At a cost of more than $50 billion, the Saudi crown prince’s sci-fi-inspired dreams for his Neom metropolis—including the Line, a pair of 106-mile-long Empire State Building-height skyscrapers—have collided with reality
What Went Wrong at Saudi Arabia’s Futuristic Metropolis in the Desert
Neom executives shielded Crown Prince Mohammed bin Salman from the challenges of his fantastical plans, including by engaging in “deliberate manipulation” of financials, an internal report found
www.wsj.com
March 9, 2025 at 6:30 PM
At a cost of more than $50 billion, the Saudi crown prince’s sci-fi-inspired dreams for his Neom metropolis—including the Line, a pair of 106-mile-long Empire State Building-height skyscrapers—have collided with reality
Is hacksaw really the best analogy from the WH press corps?
March 7, 2025 at 5:15 PM
Is hacksaw really the best analogy from the WH press corps?
A large number of fantastic journalists in WSJ's tech buro were sadly laid off yesterday.
Happy to vouch for them if anyone is hiring.
Happy to vouch for them if anyone is hiring.
@wsj.com cuts tech staff, creates tech and media team. Read the memo from EIC Emma Tucker: talkingbiznews.com/media-news/w...
WSJ cuts tech staff, creates tech and media team - Talking Biz News
Wall Street Journal editor in chief Emma Tucker sent out the following on Tuesday: Today we announced changes to our technology coverage at the Journal. The Journal has a rich tradition of groundbreak...
talkingbiznews.com
March 5, 2025 at 9:19 AM
A large number of fantastic journalists in WSJ's tech buro were sadly laid off yesterday.
Happy to vouch for them if anyone is hiring.
Happy to vouch for them if anyone is hiring.