Mozilla's new CEO promises users can "easily turn off" AI features. Five sentences later, he commits to building an "AI browser." With 34 months of runway and a Google contract renewal looming, the contradiction may not matter for long.
AI transcription tools promise to eliminate typing forever. The accuracy has genuinely improved. So why do professionals still reach for their keyboards when it matters? The answer involves hidden trade-offs most vendors won't mention.
Oracle's debt trades like junk while rating agencies insist it's investment grade. Meanwhile, publishers who block Google's crawler lose search visibility entirely. Two stories about who writes the rules and who gets trapped by them.
Oracle's debt trades like junk while rating agencies insist it's investment grade. Meanwhile, publishers who block Google's crawler lose search visibility entirely. Two stories about who writes the rules and who gets trapped by them.
San Francisco | December 16
Oracle's credit default swaps trade at 125 basis points. Three times Microsoft. Junk territory. The rating agencies still call it investment grade. The split is structural: Microsoft and Meta route AI infrastructure debt through special purpose vehicles that never touch their balance sheets. Oracle loaded $100 billion directly onto its books. Barclays projects they exhaust cash by November 2026.
Cloudflare's year-end data confirms what publishers already knew. Googlebot crawls 11.6 percent of the web. Block it, lose your search rankings. The DOJ's proposed remedies don't touch crawler architecture. The fine print always wins.
Stay curious,
Marcus Schuler
OpenAI spends half its projected revenue on stock comp to stop engineers from walking to xAI. Jensen Huang gets a meeting with Trump and China export controls disappear. Two very different power plays revealing the same fragile economics.
San Francisco | December 12 Sam Altman's memo about Gemini 3 triggered a ten-day sprint to ship GPT-5.2.
San Francisco | December 11 China spent 15 years wiring the grid while Silicon Valley burned cash on training runs. The
San Francisco | December 10 Anthropic, OpenAI, and Block just handed their agent protocols to a new Linux Foundation entity. MCP
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