Tag Archives: Breakdown newsletter

This is a segment from The Breakdown newsletter. To read more editions, subscribe “There has been a lot of talk about an AI bubble. From our vantage point, we see something very different.” Jensen Huang Alphabet CEO Sundar Pichai said this week there are “elements of irrationality” in the current boom in AI infrastructure. His reveal of Google Gemini’s latest …

This is a segment from The Breakdown newsletter. To read more editions, subscribe. “To believe a nation’s wealth hinges solely on the influx of gold and silver through trade is to mistake the glint of a coin for the gleam of true prosperity. Foreign commerce offers riches far beyond mere bullion.” Adam Smith Capitalism, it is sometimes said, is how …