Cautious Optimism

10,000 subscribers, long-form audio, and Opus 4.7 is a letdown?

CO now has more than 10,000 subscribers. Thank you.

Apr 17, 2026 • Alex Wilhelm

Good news, we’ve solved the problem of humans in the workplace

The joke that the problem that AI solves is wages is only partially true.

Apr 16, 2026 • Alex Wilhelm

Stop shitposting and go public

Anyone else tired of OpenAI and Anthropic talking shit? Put up or shut up!

Apr 14, 2026 • Alex Wilhelm

Every startup’s favorite profitability trick is dead

It's a tough time for SaaS. And it's not all bad luck.

Apr 13, 2026 • Alex Wilhelm

Handicapping the SpaceX IPO

And: Software discounts, the Strait of Hormuz, and tokenmaxxing.

Apr 10, 2026 • Alex Wilhelm

Amazon’s chip dreams, another xAI shakeup, and the power of small models

Apr 9, 2026 • Alex Wilhelm

Any sufficiently advanced AI is (now) indistinguishable from a cyberweapon

Yeah, we're talking about Mythos, China, national security, and the two-tier world.

Apr 8, 2026 • Alex Wilhelm

Rewriting capitalism for the AI era

Two billionaires versus the tax code, Anthropic's rise, and bad news for ASML.

Apr 7, 2026 • Alex Wilhelm

Can’t beat the power of free

Welcome to the tie-your-own-shoes-together Olympics, OpenAI and Anthropic edition

Apr 6, 2026 • Alex Wilhelm

I, too, would sell to OpenAI

Apr 3, 2026 • Alex Wilhelm

Will someone please turn the stock market off and back on again to see if that helps

Apr 2, 2026 • Alex Wilhelm

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