Ben Thompson argues that no financial model on a Starlink/launch business alone justifies an IPO at the rumored valuation, but orbital data centers — with limitless solar and free cooling — are a plausible upside the comps don't price in.

Argues that LLM coding agents reward whatever framework has the most tokens in their training data, so React-shaped solutions get generated by default — even for problems where a 30-line vanilla JS file would be simpler and faster. The risk is a second decade of stack lock-in, this time enforced by autocomplete.

Under internal pressure, the DNC published a self-critical autopsy that blames Harris's late-pivot campaign for losing working-class and young voters, and faults the party for ignoring its own warning signs. Chair Ken Martin's handling of the rollout is now itself a story.