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Dec 13, 2025

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Silicon Valley Cassandra's Reality Check: What the Groundhog Sees in AI's Future

Posted by Brian Demsey · Founder 24 hours ago

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Punxsutawney Phil predicts weather based on shadows.

Silicon Valley Cassandra predicts...

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Brian Shilhavy

on... 'Diamonds and Turds': How Hock Tan Turned Broadcom Into Nvidia's Nightmare

Jemima McEvoy, Qianer Liu and Wayne Ma - THANK YOU for an amazing piece of journalism! It took me most of my morning in intervals while I worked to get through this entire article, and it was well worth the time! I can't even imagine how much time it took for the three of you to put this all together!

I agree with Stuart that it is hard to find this quality of journalism anywhere else. The Information is truly a gem in the world of Tech.

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Peter Burrows

on... Why Silicon Valley is Buzzing About Apple CEO Succession

Cook could make a far greater contribution to Apple shareholders, and all shareholders, in the long run by showing some political leadership and using Apple's massive influence to fight for the rule of law, economically sane policies, and to defend democratic norms. That's a lot to lay on a single person, I realize. But few executives have the platform and the proven record for effective leadership that he does. But so far he has been woefully disappointing on this front.

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Xuanda Cheng

on... OpenAI CEO Declares 'Code Red' to Combat Threats to ChatGPT, Delays Ads Effort

If you just look at Google Trend, the search term ChatGPT is declining in November by 20%. That is the real reason why Altman initiated Code Red.

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Directory updates

Featured directory updates of people looking to hire, looking to invest, and looking for a new role.

Justin Zhang

Core Contributor · Sparsity.ai & MassGen.ai

Hiring:

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