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D
Researcher

David

Acquired podcast

Co-host of Acquired podcast who produced the Google AI episode with Ben.

4
Mentions
4
Articles
4
Outlets
Sep 2025 — Feb 2026
Coverage
Negative
Sentiment

Associated Topics

Companies Covered

Coverage Patterns

How media typically covers David

Article Types

  • opinion2
  • analysis2

Media Angles

  • technical3
  • business1

Narrative Framing

  • trend2
  • cautionary2

Appears In

Sentiment Distribution

Based on 4 scored articles

Mixed 75%Negative 25%

Associated AI Models

GPT 5.21Claude Opus 4.51Gemini 3 Pro1GitHub Copilot1Cursor1Claude Code1

Writes About

Michael BurryInvestor
1 article
Bryce ElderJournalist
1 article
Jensen HuangExecutive
1 article
Michael FeathersEngineer
1 article
KillianResearcher
1 article
Dave LandsmanExecutive
1 article
Shruti SethiResearcher
1 article
Sara MacAllisterResearcher
1 article
Georg LauhoffResearcher
1 article
Sassan ShahidiResearcher
1 article

Articles

Most recent first

Articles Written

David as author

Mind The GAAP Again
blog.dshr.organalysiscautiousFeb 6, 2026

AI hardware accounting uses straight-line depreciation that mismatches actual value generation curves, creating a $680 billion accounting gap similar to Bitcoin mining rigs, where older chips remain profitable only due to supply constraints.

“Author of "Mind The GAAP Again"”

AI InfrastructureAI Chips/HardwareAI InvestmentAI Economics
AI-Generated Tests are Lying to You
davidadamojr.comopinioncautiousOct 9, 2025

AI-generated unit tests create a false sense of code quality by merely transcribing buggy implementations rather than validating correct behavior, leading to masked bugs and false confidence in code coverage.

“Author of "AI-Generated Tests are Lying to You"”

AI ProductsAI SafetySoftware DevelopmentTesting Automation
Hard Disk Unexpectedly Not Dead
David Rosenthal's BloganalysiscautiousSep 19, 2025

Hard disk drives are experiencing unprecedented demand from AI datacenters and will remain the dominant storage technology due to cost efficiency and lower environmental emissions compared to SSDs, with lead times exceeding 52 weeks.

“Author of "Hard Disk Unexpectedly Not Dead" in David Rosenthal's Blog”

AI InfrastructureAI Chips/HardwareData StorageDatacenter Sustainability