
Abstractions · July 23 · 44 min
Bubbles Don’t Really Give Way
0:00 · Apple Silicon servers-44:03
transcript
show notes
Apple might be building servers powered by M7 Ultra processors, S&P downgrades Oracle’s debt, and open-weights large language models narrow the gap with frontier models.
🔗 Links
- Why Oracle’s recent credit downgrade could be a warning sign for stocks
- Moonshot and Alibaba unveil models they claim rival OpenAI and Anthropic
You can find Justin Mayer on the web at justinmayer.com and on the Fediverse at justin.ramble.space.
Dan Jacobson’s homestead on the web is at danj.ca.
links5