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Political scientist writing Drezner's World on international relations, American politics and the marketplace of ideas; author of The Ideas Industry.

• Our readingkorrents.com

  Trump's tariffs and his war in Iran are contributing to current U.S. inflation.

  inflationAmerica

  Their words

  The current problem with prices might be one part AI construction boom, but it is one part Trump's tariffs and one part Trump's war in Iran as well.

  Donald Trump Is No Longer Feareddanieldrezner.substack.com

Economics professor at the University of California, Berkeley and a former Deputy Assistant Secretary of the US Treasury. Author of Slouching Towards Utopia and writer of the Grasping Reality newsletter.

From one piece DataCenter Risk Is the Real Thing: CHART OF THE DAY 2 beliefs, in the piece's order there

• Our readingkorrents.com

  If AI hardware depreciates faster than assumed, the economics of the debt-financed AI capex boom invert and today's leverage turns reckless.

  Their words

  If the useful life of an NVIDIA H100-vintage cluster turns out to really be three years rather than six, the capex cycle's economics invert, and the leverage that looked prudent looks reckless.

  braddelong.substack.com

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  Nervous credit-market sentiment around the AI datacenter buildout could suddenly reverse and collapse the boom.

  data centers

  Their words

  And when market opinion is nervous, it might turn and collapse the boom at any moment.

  braddelong.substack.com

Economist and Nobel laureate. Wrote a New York Times column for 25 years until December 2024 and now publishes several times a week on Substack.

• Our readingkorrents.com

  The AI boom has become a huge political liability for Trump and clinging to it will not work

  Their words

  But of course it won’t work. The AI boom, once Trump’s last remaining political asset, is now a huge liability.

  Why Is Trump Still Boosting AI?paulkrugman.substack.com

Economist and Nobel laureate. Wrote a New York Times column for 25 years until December 2024 and now publishes several times a week on Substack.

• Our readingkorrents.com

  The simplest explanation for rising long-term interest rates is a surge in demand for funds from the AI boom.

  interest rates

  Their words

  The simplest story consistent with the facts is that we’re seeing a surge in demand for funds as a result of the AI boom.

  Bessent and the Bondspaulkrugman.substack.com

Co-founder and CTO of Honeycomb; previously an infrastructure engineer at Parse, Facebook and Linden Lab, and co-author of Observability Engineering.

• Our readingkorrents.com

  Equating better with faster is a very immature description of what better means.

  Their words

  We can go fast. Let's do same thing faster, you know, just boom. And I've come to feel like that is a very immature description of what better is.

  youtube.com

Founded PSPDFKit in 2011 and ran it for a decade. Came back from a break to work on AI agents — the OpenClaw project, and OpenAI, joined in February 2026. Writes at steipete.me.

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  Loops, graphs and workflows are the same thing engineers have always built — a trigger, an action, maybe a decision — and there is nothing magical about any of them.

  Their words

  So if you design call it loop, call it graph, call it workflow, it's kind of all the same. If you design something that gets a trigger or gets an input and does something for you and maybe there's a decision in the way, boom, there's your graph.

  Peter Steinberger: "Fun Is Velocity"youtube.com

Founder and CEO of Boom Supersonic, the Denver company building the Overture supersonic airliner and its Symphony engine.

From one piece Blake Scholl: How 50 People Built a Supersonic Jet 3 beliefs, in the piece's order there

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  Cheaper software has increased the number of software engineers a company needs, not reduced it.

  Their words

  At boom we need far more software engineers in a postAI world than we need in a pre-AI world. Why? Because the cost of software development has dropped. anybody including hardware engineers can now become a coder and we need software engineers to make sure the architectures are right and make sense and are coherent.

  youtube.com

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  In a safety-critical industry the regulator should be recruited onto the team early, so that it is you and the regulator against the problem.

  Their words

  Why? We engaged early. We made the regulators part of the team and we worked together. We made it boom plus FAA versus the problem, not Boom versus FAA.

  youtube.com

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  The way to settle an argument about how quiet supersonic flight must be is to remove the boom entirely, so there is nothing left to argue about.

  Their words

  by making the sonic boom disappear entirely, we are able to put aside a question that had long plagued people talking about supersonic flight, which is how quiet is quiet enough? If there's no boom at all, there's nothing to argue about.

  youtube.com

Historian of maritime strategy at the US Naval War College; wrote The Wars for Asia and works on why continental and maritime powers fight differently.

• Our readingkorrents.com

  Putin's objection to the post-Cold-War trade boom is not that it failed but that the wealth was not being made at his house.

  Russia

  Their words

  It was a miracle of your lifetimes. It lifted hundreds of millions of people out of poverty. The problem for the likes of Putin is that this wealth producing trade was not happening at his house, but the houses of those vested in the trading order, not in extortion.

  youtube.com

Software engineer and writer; worked on Mapbox and built Placemark and Simple Statistics, and blogs at macwright.com.

• Likedrcmnd.app

  Elgato Wave 3

  Their words

  Microphone: Elgato Wave 3. This, with the boom, is convenient and reliable. Big upgrade from the Blue Yeti I used previously.

  macwright.com

Freelance climate and energy analyst in Oslo, writing on Europe, the US and Australia; worked in the Australian renewables industry before that.

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  Panic and impatience in the industry, not the technology itself, are what drive the worst environmental harms of the data centre boom.

  data centers

  Their words

  The fundamental drivers of this change are panic and impatience, and that is what is behind the worst impacts of data centre growth, including a material risk to decarbonisation and climate action.

  ketanjoshi.co

Uber's first Chief Technology Officer, from 2013 to 2020; later CTO of Coupang and of Faire.

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  Today's AI boom will end the way the dot-com boom did — consolidation, a wave of failures and a few genuinely great companies — and customers, not argument, will decide which is which.

  Their words

  There may be a lot of AI things that's going on right now, right? Uh eventually some of these things will consolidate, some will go under, some will become really awesome solutions and all that stuff. And so, but the the market will sort it out.

  Scaling Uber with Thuan Pham (Uber's first CTO)youtube.com

Demographer; writes on fertility, marriage and population, and directs the Pro-Family Initiative at the Institute for Family Studies.

• Our readingkorrents.com

  Richer countries have fewer children than poor ones, but within a country a boom raises births and a bust lowers them.

  Their words

  Although the cross-sectional relationship between national income and fertility is negative, the longitudinal relationship between national income and fertility is positive: economic booms create baby booms, economic busts create baby busts.

  Falling Fertility Is Not About Opportunity Costlymanstone.substack.com

Development economist; writes Global Developments, on growth, history and the numbers behind them.

• Our readingkorrents.com

  Indonesia’s nickel boom tripled export value while poverty in the district hosting it fell no faster than the national average.

  Their words

  Morowali’s poverty rate has seen a modest decline since 2016, from around 15% to 12%, but this puts it squarely in the middle of the pack of other Sulawesi districts—and not far from the decline in the national average, which fell from 10.9% to 8.6% over the same period.

  Indonesia Climbs the Chainglobal-developments.org

American open-source program lead working on WordPress; a WordPress core contributor and release lead who writes at jeffpaul.com.

• Usesrcmnd.app

  Blue Yeti Microphone

  Their words

  Blue Yeti Microphone — for calls and recordings, mounted on a Compass Boom Arm with a Blue Radius III Shockmount.

  jeffpaul.com

Co-founder of Foundry Group and of Techstars. Has blogged at Feld Thoughts since 2004 and has written or co-written nine non-fiction books on startups and venture capital.

• Lovedrcmnd.app

  Bandwidth: The Untold Story of Ambition, Deception, and Innovation that Shaped the Internet Age and Dot-Com Boom

  Their words

  See an excerpt explaining why I loved reading this book.

  feld.com

Egyptian front-end developer and course creator; writes for CSS-Tricks, publishes courses on Udemy and blogs at alialaa.dev.

• Usesrcmnd.app

  RØDE NT1

  Their words

  I have recently been recording using a RØDE NT1 with a RØDE AI-1 interface. RØDE is also responsible for attaching the mic to the desk using the PSA1 boom arm.

  alialaa.dev