Global Editor of The Wall Street Journal's Heard on the Street column. Previously with @wsj in Beijing and Hong Kong.
New York, NY
Joined April 2009
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Is the AI correction finally here?
Market seems really twitchy.
Intel down 16%, Amazon down 7%, Reddit down 11%.
Patrick Stewart made an appearance at my Bar Mitzvah reception party, which happened to be in the same hotel he was staying at. He was gracious and signed an autograph. By all accounts he was a legendary mensch. RIP.
Aaron Back retweeted
Is the AI capital window closing?
wsj.com/video/why-the-massiv…
Aaron Back retweeted
"average real hourly earnings have fallen for six straight months" wsj.com/economy/us-gdp-repor…
One new area where Google has yet to assert its advantages: Consumer AI agents.
Sundar Pichai confirmed yesterday they are starting with enterprise agents "“because they have the highest bar for security, governance and controls.”
wsj.com/tech/ai/alphabet-sti…
Aaron Back retweeted
The CCP Central Committee's Fifth Plenum just revealed even more purges than we predicted
We expected attendance of ~161 members and ~130 alternates, or 77.4% of the original 205 + 171
Actual attendance was 162 members and 117 alternates, or 74.2%
A new post-Mao low
1/
Aaron Back retweeted
Anthropic s-1 estimates that customers later found to violate its terms generated 5%–7% of revenue in the first nine months of 2026. The filing does not identify that entire amount as Chinese or distillation-related revenue, but that is likely the upper bound of how much revenue the adversarial distillation generated
Bringing back the Newt Gingrich character was a really questionable choice by the simulation writers
Heard on the Street: Will SpaceX will be a space-age Berkshire Hathaway? Or just a conglomerate of sci fi fever dreams?
Aaron Back retweeted
China has barely been mentioned in this year's Taipei mayoral campaign.
But should upstart DPP challenger Puma Shen win, Beijing would lose an important ally in incumbent Chiang Wan-an, who it has likely viewed as a future president it could work with. asia.nikkei.com/opinion/coul…
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Breaking: Elon Musk ordered the Starlink slowdown that blindsided Ukraine on.wsj.com/4sgcpBv
