How do you measure whether an AI is actually good at predicting the future? The CTO of startup Obside emailed me recently with a fascinating real-world benchmark.Instead of giving AI models another standardized test, Obside had ChatGPT, Gemini, Claude, Grok,…

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Big Tech earnings season and the capex spiral

Big Tech earnings season starts next week with Google, but the most important number won’t be profit or revenue. It will be how much these companies say they’ll spend on AI data centers.Google, Amazon, Microsoft, and Meta have already laid…

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Warren Buffett’s message to investors: Be careful

Warren Buffett is worried.The legendary investor called out reckless speculation in markets and the massive cost of the AI buildout during a rare interview with CNBC on Wednesday.”It’s tough to find values…