Blog
Insight The focus of AI competition is moving from model performance to data center infrastructure constraints — power grids, cooling, land, and permitting. An analysis based on public sources.
Insight Examining OpenAI's pivot from in-chat checkout to advertising, Amazon's position as both investor and competitor, and Alibaba's vertical integration advantage in AI commerce.
Insight Analyzing how Amazon's chatbot ad infrastructure play, Pinterest's revenue pressure, and Elliott's activist investment may connect along a single strategic axis.
Insight Analyzing the strategic positioning of Microsoft (Azure) and Amazon (AWS) around OpenAI's API ecosystem, and the emerging contest for AI agent infrastructure dominance.
Insight Examining AI ethics through Anthropic's refusal to ease Pentagon safety restrictions, Google's evolution from 'Don't Be Evil,' and parallels with Japanese business philosophy.
Insight Examining how CoreWeave and others are turning NVIDIA GPUs into gold-like financial collateral, and why this chip-backed lending boom may echo past financial bubbles.
Insight Analyzing how OpenAI's soaring inference costs are reshaping AI infrastructure, and why specialized chip startups like Cerebras, Groq, and Etched may challenge NVIDIA's dominance.
Insight An analysis of how Meta leverages PyTorch, strategic NVIDIA/AMD tiering, and innovative financial instruments to dominate AI infrastructure.
Insight As autonomous AI agents reshape the software industry, this article examines the three structural requirements SaaS companies must meet to survive.