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Only Opinion#Microsoft
TodayNovember 13Friday1 items
  1. MIT News22

    Breakthrough Energy CTO Eric Toone on the Cost of Decarbonization

    Eric Toone, chief technical officer of Breakthrough Energy, said at the MIT Energy Initiative's Energizing@MIT conference that decarbonizing the global economy would cost about $7.5 trillion, roughly 5 percent of global GDP, but that people are unwilling to pay a green premium. Breakthrough Energy Ventures has deployed about $3 billion into about 140 companies, including Luxwall, whose insulating windows delivered 30 percent energy savings in one commercial building.

November 4Wednesday
  1. Ed Zitron · Where's Your Ed At74

    Ed Zitron: OpenAI's $11B round and Anthropic's amended S-1 point to AI funding running dry

    Ed Zitron argues the AI buildout ends when the money runs out, citing OpenAI raising $11 billion at a $1.25 trillion valuation after tepid interest from large investors, below the $30 billion at $1.4 trillion it reportedly sought. He also reads Anthropic's amended S-1 as showing Q3 revenue near $17 billion against compute costs of $9.9 billion, roughly $895 billion to $1.07 trillion in total obligations and a possible sub-investment-grade rating. He ties this to debt markets shutting out neoclouds, Google's lower search monetization from AI overviews, and OpenAI contributing about 11% of Microsoft's latest quarterly revenue.

  2. Microsoft Research18

    Microsoft Research's Mike Walker on the Hacker Mindset and Building Cyber Defense

    Microsoft Research Manager Mike Walker, who led DARPA's Cyber Grand Challenge, discusses how hacker culture shaped his career building next-generation cyber defense, including the first all-machine hacking tournament. He argues effective security depends on understanding trust and context, and reflects on what competitive hacking taught him about teamwork and collective intelligence.

October 29Thursday
  1. Ed Zitron · Where's Your Ed At62

    Ed Zitron argues Anthropic's IPO filing hides slowing growth behind a discounted Q2

    Ed Zitron argues that Anthropic's S-1 is timed to present a compute-discounted Q2 2026, when it reported a $974 million profit, rather than the company that will actually go public. He cites roughly $269.4 billion in non-cancellable compute commitments to Google, Amazon, Microsoft and SpaceX, plus a further $125 billion to $150 billion in TPU obligations, and notes Q3 revenue growth slowed to 45% while compute costs rose 76.3%. He also points to 5% to 7% of revenue coming from customers later found to be distilling its models and a lock-up schedule that lets insiders exit quickly.

October 21Wednesday
  1. Ed Zitron · Where's Your Ed At36

    AI Had Better Work Out: Quantifying the AI Bubble's Global Concentration Risk

    Apollo chief economist Torsten Slok warned that "this AI thing better work out," and Ed Zitron quantifies how hard that will be. NVIDIA, Google, Amazon, Meta, Microsoft, Broadcom, Micron, AMD and CoreWeave make up about 46.5% of the NASDAQ 100, and corporate equities hit 37.9% of US household wealth in Q2 2026, the highest on record since Q4 2000.

  2. Microsoft Research15

    Microsoft Research Podcast: Chris White on DARPA, Afghanistan, and Dark-Web Search for Anti-Trafficking

    Microsoft Research Catalyst Lab director Chris White recounts leading advanced tech operations in Afghanistan after a DARPA program and later building dark-web search tools to combat human trafficking. In a Microsoft Research Podcast episode with Weishung Liu, White discusses how problem selection shapes innovation and how he stays hopeful after seeing humanity's darkest parts.