Locator: 49352AI.
This is all tracked at the blog at this site.
Great, great background in two most recent issues of The New Yorker.
Previously posted.
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AI
The exhibits continue: the fourth industrial revolution is not a bubble. AI is not a bubble. It's the only thing in which big investors are interested.
The New Yorker
November 3, 2025, p. 2025
Stephen Witt: recently published The Thinking Machine, a history of Nvidia.
"AI Is Thinking"
James Somers a writer and a computer programmer, who has been contributing to The New Yorker since 2018.
The reviews above led me to this AI Prompt:
I understand this, that CoreWeave is the largest AI / LDC operator in the US, and that Cisco is huge in wiring serves, so one would think that the two (CoreWeave and Cisco) are competitors, but my hunch is that CoreWeave is the "Big Kahuna" responsible for the overall LDC from start to finish and Cisco is simply one of the many subcontractors. Thoughts?
ChatGPT reply, link here.
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- If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
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- Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
- I am also inappropriately exuberant about all things Apple.
- And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution.
- I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom.
- And Oracle.
- Longer version here.
