Alex Wilhelm

Providence

Co-Host at This Week In Startups

Financial and Technology Journalist at Cautious Optimism

Journalist. @twistartups, @CaOptNews. Dad x2. He. Black Lives Matter. I podcast and write. Hey!

Articles

Lascia il Milan per giocare il Mondiale per Club: blitz clamoroso

5 days ago | milanlive.it | Alex Wilhelm

Addio al Milan ormai inevitabile. C’è un altro club che lo vuole per fargli disputare il Mondiale per Club in estate Terza vittoria consecutiva per il Milan in campionato. Il 3-1 contro il Bologna lascia aperta qualche residua chance di conquistare la qualificazione europea anche tramite il campionato.
Y Combinator wants full-stack AI Companies

6 days ago | cautiousoptimism.news | Alex Wilhelm

Welcome to Cautious Optimism, a newsletter on tech, business, and power. Happy Friday! POTUS was very proud of a partial trade deal announced yesterday with the UK that would maintain a blanket 10% tariff rate. The agreement sketch would leave us with greater trade friction between the two countries than before Trump 2.0, despite some exemptions. The bad news continues.
The M&A size premium is still falling

1 week ago | cautiousoptimism.news | Alex Wilhelm

Welcome to Cautious Optimism, a newsletter on tech, business, and power. Happy Wednesday, meine lieben freunde, it’s Fed rate decision day. Investors have priced in a roughly 96% chance that JPow doesn’t cut today. If you are hungry for rate cuts, there’s currently a 30% chance of a cut in June. Expect some mean tweets if the Fed meets market expectations. Shares of Uber are off this morning after the ride-hailing giant announced earnings (raw numbers here) that missed expectations.
OpenAI solves its internal crisis, snaps up Windsurf

1 week ago | cautiousoptimism.news | Alex Wilhelm

Welcome to Cautious Optimism, a newsletter on tech, business, and power. Oddly enough, the news is coming up Rhode Island? After Providence-based Utilidata raised a $60 million, former governor and later Secretary of Commerce Gina Raimundo confirmed that she is considering running for president? Shoutout Gina, she was better than our current premier, but isn’t it a bit early? On topic, there’s a huge run of news.
Can anyone slow Cursor?

1 week ago | cautiousoptimism.news | Alex Wilhelm

Welcome to Cautious Optimism, a newsletter on tech, business, and power. Good morning and happy Monday friends! It’s another interesting earnings week, with Palantir, Rivian, Uber, Doordash, Rumble, Bumble, Shopify, Affirm, and other names dropping over the next few days. We’re gonna learn a lot. This morning we’re talking about AI factories, Cursor’s new, shiny valuation, and why people are trying to cross blockchains with compute credits.
GDP down, employment growth down, inflation up

2 weeks ago | cautiousoptimism.news | Alex Wilhelm

Welcome to Cautious Optimism, a newsletter on tech, business, and power. Wednesday, friends, and it’s going to be a good one. Today in CO we’re looking at earnings in the context of macro uncertainty, GDP results for Q1, and a look at how Meta might find a way to generate more AI cash flow. We also have an interlude for recent startup rounds. Big earnings after the bell today. To work, yeah? — Alexp.s. We did a Substack Note yesterday?
acquisto chiave per l'estate

2 weeks ago | milanlive.it | Alex Wilhelm

C’è anche un ex nerazzurro tra i possibili obiettivi di mercato del Milan. L’agente conferma il suo possibile ritorno in Serie A Una Coppa Italia da vincere, una qualificazione europea da conquistare. Due obiettivi intrecciati tra loro per il Milan in un finale di stagione nel quale l’eventuale conquista del trofeo in finale contro il Bologna permetterebbe di raggiungere l’Europa League senza passare per una rimonta difficilissima nella classifica del campionato.
Let’s eat our vegetables

2 weeks ago | cautiousoptimism.news | Alex Wilhelm

Welcome to Cautious Optimism, a newsletter on tech, business, and power. Happy Tuesday! Spotify and PayPal reported earnings — See: Trending Down — with Snap to come after the bell. Tomorrow brings Microsoft, Meta, and Robinhood numbers. More here from our weekly economic calendar. Cautious Optimism is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. In startup-land, Palo Alto Networks snapping up Protect AI made the podcast.
Will the tech-right survive Trump 2.0 as a political unit?

2 weeks ago | cautiousoptimism.news | Alex Wilhelm

Welcome to Cautious Optimism, a newsletter on tech, business, and power. Monday! Ready to rock? It’s going to be a busy week for earnings, which means we’ll learn loads. In early morning trading the stock market is placid. Just as things are at major West Coast American ports, like Seattle, LA, and Oakland, where it appears that the impact of sharp tariffs with a critical trading partner is starting to show up in trade volume. Shockingly.
Rimpianto Milan, la Roma lo riporta in Italia: tifosi rossoneri senza pace

2 weeks ago | milanlive.it | Alex Wilhelm

Un altro calciatore potrebbe rientrare, seppur indirettamente, negli intrecci di mercato tra Milan e Roma Un finale di stagione da protagonisti per Milan e Roma tra la finale di Coppa Italia che attende i rossoneri e la lotta per un piazzamento Champions che coinvolge la compagine di Ranieri insieme a Atalanta, Juventus, Bologna, Lazio e Fiorentina in lotta per gli ultimi due posti rimasti.