Cedric Chin argues that comparing the current AI investment cycle to the dot-com bubble or the 2008 financial crisis is the wrong frame entirely. The analogy limits how we think about risk, timing, and what actually bursts. That argument alone is worth the click.
Matthew Prince posts a direct post-mortem on last week's Cloudflare outage, which is exactly the kind of primary-source incident writing that most companies bury in euphemism. Also in this issue: 'hl', a fast log viewer built for human readability, and Continuum 93, a fantasy computer emulator from Enthusiast Guy that is more interesting than it sounds.
The full newsletter is at changelog.com. The piece on what a tech bubble actually is, versus what we casually call one, is the reason to read it.
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