Tim O'Reilly
@timoreilly.bsky.social
Founder & CEO, O'Reilly Media. Doing my best to help good futures happen.
So many ads try to persuade the gullible of things that are false or overblown. A great ad says something that those in the know immediately recognize as true, and that others haven't yet discovered or thought about. This is a great ad. Kudos to Substack and its ad agency.
May 16, 2025 at 12:40 PM
So many ads try to persuade the gullible of things that are false or overblown. A great ad says something that those in the know immediately recognize as true, and that others haven't yet discovered or thought about. This is a great ad. Kudos to Substack and its ad agency.
Eye-popping graph from Adam Tooze confirms what we all knew: "Trump tariff uncertainty has been bad for US equity markets, but for the Mag7 the break came with DeepSeek." The AI investment boom turned into a bubble overnight as soon as DeepSeek demolished the promise of monopoly profits for AI.
May 12, 2025 at 1:31 PM
Eye-popping graph from Adam Tooze confirms what we all knew: "Trump tariff uncertainty has been bad for US equity markets, but for the Mag7 the break came with DeepSeek." The AI investment boom turned into a bubble overnight as soon as DeepSeek demolished the promise of monopoly profits for AI.