ZD 26.05: Metal Market Meltdown

What were you streaming when the metal market melted down?

📉 Painfully Long on Silver (Alexander Campbell)
The story of one trader’s crash and why he is staying long in Silver.

💾 Opportunity in Software? (Eric Soda)
Lots of great graphs to study and one interesting question — software stocks are beat up, are they going to get onto the front foot again?

🤩 Why Open Source AI is Raising Serious Dollars (Artificial Intelligence Made Simple)
Open source is a way to win serious mind share in the AI world.

🤷‍♀️ Does Anyone Believe Anything? (Gabe Fleisher)
Who would think tribal politics would lead to hypocritical beliefs?

🧊 Operators, Cosplay and ICE (Combat Threads)
Living the cult of the operator.

🪙 Inside OpenAI’s Unit Economics (Azeem Azhar)
Are AI models profitable? Can AI models become profitable?

💔 I Broke Up with ChatGPT (Charlie Hills)
I reach for ChatGPT less and less these days. Apparently I am not alone.

🤖 When AI Agents Get Real (The Zeitgeist Distilled)
ICYMI, this publication’s take on the new wave of truly agentic tools that will run on your documents folder. Stay tuned for more on this subject.

👺 Backseat Software (Mike Swanson)
The pressure is on product managers to measure everything. This leads to push notifications, not software that gets out of the way.

😍 Ideas Have Sex (Giovanni Foglietta)
Ideas need to mate with other ideas to prosper and grow.

🏈 Fox’s NFL Deal Changed Everything (SatPost by Trung Phan)
Rupert put Fox on the map with his NFL deal in 1993. It changed football broadcasting and funded Fox News among other feats.

⚽ Set Piece Revolution (Expecting Goals)
What do the numbers say about set pieces today?

The Look

Measles are back!

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