Blog
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.
Insight Analyzing the stock sell-off triggered by Anthropic's new security tool, and why the market's panic conflates the logic layer of AI with the physical layer of infrastructure.
Insight As many AI services claim 'continual learning' capabilities, here's how to distinguish genuine self-learning from glorified note-taking.