MSFT admitted in earnings they've been so unable to keep up with AI demand it's actually hurting revenue. Here's why building up new AI data centers is going slower than companies would want, thanks to an unprecedented supply chain crunch. wsj.com/tech/ai/why-th…

AI and the promise of AI manufacturing jobs (basically building data centers) is now a campaign photo op, with Biden appearing in Wisconsin at the opening of a new Microsoft AI data center. wsj.com/tech/ai/micros…

How about using your leverage with Putin to get Gershkovich out immediately or else this sounds like Trump and Putin are jointly holding him hostage.

When you understand the media business is a business

Months digging into Sam Altman's holdings reveals the billions he's worth as one of tech's most active, risky investors And how even without equity in openai, his wealth has grown thanks to deals bw it and his startups via Berber Jin keachhagey and me wsj.com/tech/ai/openai…

The FTC is looking into Microsoft’s non acquihire acquihire of Inflection and whether it was an end run around antitrust enforcement. wsj.com/tech/ai/ftc-op…

Here's part 1 of the Sam Altman series of my iHeartRadio/coolzonemedia show Better Offline. I dig into the history of Silicon Valley's favourite confidence man, and chat about his extremely weird investments with Tom Dotan podcasts.apple.com/us/podcast/bet… Linktr.ee/betteroffline

63 Weeks in a Russian prison Free Evan Gershkovich Free my colleague Free my friend #JournalismIsNotACrime #IstandwithEvan freegershkovich.com

Satya Nadella has ridden the OpenAI partnership to MSFT's biggest success in decades. But since the Sam Altman board debacle last fall he's worked to reduce the company's reliance on OpenAI. A look inside his strategy to hedge their bets wsj.com/tech/ai/micros…

"Tech guys are hot, actually" -- long a fashion wasteland, SF is trying to up its fashion game with the help of stylists that cost hundreds per hour. New from me The San Francisco Standard: sfstandard.com/2024/06/17/fas…

The scene at Wille Mays' statue outside Oracle Park in the wake of the announcement of the Say Hey Kid's death. San Francisco Chronicle photos by Scott Strazzante

“Forget it Jake. It’s Chinatown” The classic L.A. neo-noir mystery was released fifty years ago today.

Robert Towne, the Oscar-winning screenwriter behind ‘Chinatown’, has sadly passed away at the age of 89.

Elon Musk has said he is committing around $45 million per month to a new Super PAC focused on re-electing Donald Trump. Scoop with Emily Glazer Khadeeja Safdar wsj.com/politics/elect…

impressive WSJ story by Rebecca Ballhaus and co: wsj.com/politics/elect…

wsj.com/tech/ai/early-…

AI startup Glean is finalizing a $250M fundraising round that would value it at $4.5B, twice its valuation just six months ago. Scoop by Berber Jin and Tom Dotan wsj.com/tech/ai/ai-sta…

The banks that rushed to back Musk’s buyout of Twitter still can’t offload the debt in the worst takeover deal since the recession. wsj.com/tech/elon-musk…

The most SF parenting hack: Sending kids off in a Waymo. Parents told me the self-driving cars = less stress over chauffeuring children around town. sfstandard.com/2024/08/22/way…

OpenAI in Talks for Funding Round Valuing It Above $100 Billion — scoop via ⁦Tom Dotan⁩ & ⁦Berber Jin⁩ wsj.com/tech/ai/openai…