Etzioni on AI: The AI capex conundrum

The AI capex debate hinges on whether AWS and other hyperscalers will see demand grow fast enough to justify massive spending — and the data to settle that argument is still about a year away. Read More

Microsoft puts a price on its voluntary retirement program

Microsoft says its voluntary retirement program will result in a $900 million charge in the current quarter. The company, which is spending record sums on AI infrastructure, said headcount dropped year over year and will decline again in fiscal 2027. Read More

Opinion: AI is not a product — it’s an environment

Bill Hilf, a veteran systems architect and conservationist, argues that we must prioritize system diversity and “recovery over performance” to prevent a chain reaction of failures that could collapse our critical infrastructure. Read More

Opinion: Which capitalism are we defending?

Seattle venture capitalist Nick Hanauer responds to Chris DeVore’s recent call for Democrats to embrace capitalism, arguing that the real question isn’t whether to support free markets but which version of capitalism America should be building. Read More

Opinion: Make Democracy capitalist again

If you listen to Democrats at both the state and national level today, capitalism is the enemy. Billionaires and their current avatars, AI and data centers, have become the bogeymen that electeds and party leaders invoke to stir outrage in the base. Read More