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Pro subscription required icon Pro subscription required icon The Constant Reach for Bacon
Pro Weekly

The Constant Reach for Bacon

By Myk Klemme · Jun 11, 2026 6:42am PDT
Bacon ipsum dolor amet leberkas jerky sirloin tenderloin pig shankle t-bone salami. Ball tip picanha pastrami tail, hamburger spare ribs tenderloin polony ground round. Ball tip turducken tri-tip cow pastrami sausage tenderloin andouille kielbasa pork belly meatball ribeye drumstick chuck shankle. Pork loin fatback tri-tip strip steak, kielbasa... Bacon ipsum dolor amet leberkas jerky sirloin tenderloin pig shankle t-bone salami. Ball tip...
AI Internals
Applied AI

AI Internals

By Ali · Jun 1, 2026 10:03am PDT
All of the big tech companies have long been cash geysers. But the rate at which Nvidia’s cash production has exploded in the past couple of years is on a whole different level than other companies have experienced. And that’s raising questions about how Nvidia will spend its fast-expanding cash pile.Nvidia’s free cash flow has mushroomed from... All of the big tech companies have long been cash geysers. But the rate at which Nvidia’s cash...
Palantir’s AI Pricing Power
The Briefing

Palantir’s AI Pricing Power

By Nicholas Dos Santos and Mike · May 3, 2026 3:00pm PDT
Results from Google, Microsoft and Amazon last week showed AI is still fueling cloud revenues, news that helped lift the stock market to fresh records on Friday. This week, we’ll get a clearer glimpse into whether AI can also lift the lagging prices of software stocks such as Palantir and ServiceNow. Palantir kicks off the week’s wave of... Results from Google, Microsoft and Amazon last week showed AI is still fueling cloud revenues,...
Chart by Shane Burke.
Sunday Insights

Google and Microsoft Face Less AI Spending Risk Than Meta, Amazon

By · Nov 2, 2025 8:00am PST · 1 comment
Of all the big tech companies investing in AI, Google and Microsoft are the best positioned to handle the growing costs of the technology, judging from data disclosed this past week in September-quarter earnings. Google and Microsoft generate more cash from their businesses than other big tech companies, including Apple. And they’re devoting a... Of all the big tech companies investing in AI, Google and Microsoft are the best positioned to...
Art by Clark Miller
Social Studies

The Surprise Fanatics for Meta’s VR Headset? Your Mom’s Facebook Friends

By Martin Peers and Myk Klemme · Nov 10, 2023 9:00am PST · 1 comment
Karla Mellinger doesn’t care about the metaverse. “It’s silly,” said the 62-year-old from Spokane, Wash., who works as a credit manager at a company that manufactures steel studs used in construction. “The whole thing is just silly.” And yet, five days a week, Mellinger straps on a Meta Quest 2 virtual reality... Karla Mellinger doesn’t care about the metaverse. “It’s silly,” said the...
Org Charts

The Key People Driving Meta’s Generative AI Work

By · Aug 16, 2023 6:00am PDT
As Meta Platforms has tried to cut costs and trim headcount over the past year, one area has emerged as an exception: generative artificial intelligence. Caught flat-footed by the explosion of interest in OpenAI’s ChatGPT, Meta scrambled to put together a team in February focused on the buzzy technology in the hopes of deploying it in... As Meta Platforms has tried to cut costs and trim headcount over the past year, one area has...