Every wildfire starts with an ignition – downed powerlines, lightning, arson – and we can do a lot to reduce these. But in California the number of fires has dropped while the area burned has doubled. What has changed is conditions, not ignitions:

In order to quantify how ridiculously large hurricane #Erin will become over the next 5 days: If the storm takes an equidistant path between Cape Hatteras and Bermuda, its quite possible both areas could experience tropical storm force gusts at some point during the storm's

Bullish for Google semrush.com/blog/google-us…

Is intel a late bet on chips and AI? Or a quick bet to ride on any sovereign investments made? cnbc.com/2025/08/18/int…

MIT report: 95% of generative AI pilots at companies are failing fortune.com/2025/08/18/mit…

Value extraction brought to you under the guise of exceptionalism. Spacs are back.

AI budget: $1.6 billion: Hiring new PhD grads from MIT $2.4 billion: Building datacenters in Kentucky $4,325: Engineering useful products $1.7 billion: Venerating the yet-to-be-born superintelligent machine god Someone who knows tech please help me… my comapny is dying

if enterprise customers got every feature that they asked for

Trend-following continues. We saw similar reports in the 90’s about how the web wasn’t going to be as impactful to companies and the economy as originally assumed. There are big differences this time, with the capex spend an enormous juggernaut. #AI ft.com/content/33914f…

Behind the UK inflation, a food price problem: Mainly beef, chocolates and instant coffee in July. @Opinion has you covered: 🥩 bloomberg.com/opinion/articl… 🍫 bloomberg.com/opinion/articl… ☕️ bloomberg.com/opinion/articl…

Higher inflation is no surprise. Lower jobs numbers no surprise. Elevated financial conditions risk no surprise. The fact markets aren’t behaving to typical patterns no surprise. At least not to anyone grounded on reality…

Wildfire burn area in the UK is significantly above anything else in the records for 2025. Several huge wildfires have helped contribute to this. Spring / summer 2025 thus far is the third driest period in recorded history.

The epic size of Hurricane Erin.

To my insurance agent friends, would you take a moment to complete this survey around billing, account, bookkeeping and reconciliation? We have some big news coming out next week for insurance agents and this will help us focus our first volley in the right direction.

Still voracious demand for compute. Think there will ever be improvements to AI efficiency that reduce the compute/chip demand? Feels like that should happen at some stage, but maybe not aligned with vested interests right now cnbc.com/2025/08/20/ope…

Capital spending related to AI is growing so rapidly that it is now meaningful relative to the $30 trillion U.S. economy. theovershoot.co/p/the-macro-im…

A typical financial market has *fundamental* traders who watch the world, and *technical* traders who watch other traders. One of the most striking features of the Bitcoin market since its inception has been the almost total absence of the former. This has increasingly serious

At 8 am, #Erin remained a 105 mph #hurricane. Buoy 41001 just missed an overpass of #HurricaneErin's center but still captured a ~20 mb drop in 3 hours and 85+ mph winds. Erin will begin to fly eastward but its size will cause severe flooding for US east coast throughout today.

AI is literally being developed to influence. Not the truth seeking he used to profess.

Arthur and I have a piece in the latest issue of Foreign Affairs — China’s technological momentum is driven by its gigantic investments in power, connectivity, and process knowledge The U.S. should make the same investments foreignaffairs.com/china/real-chi…