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Commanding the AI Infrastructure Balance: Meta's Strategic Vertical Integration Insight
AIInfrastructureMetaBusiness

Commanding the AI Infrastructure Balance: Meta's Strategic Vertical Integration

An analysis of how Meta leverages PyTorch, strategic NVIDIA/AMD tiering, and innovative financial instruments to dominate AI infrastructure.

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Three Conditions for SaaS Survival in the AI Agent Era Insight
AISaaSAgentBusiness

Three Conditions for SaaS Survival in the AI Agent Era

As autonomous AI agents reshape the software industry, this article examines the three structural requirements SaaS companies must meet to survive.

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Will the Anthropic Shock Kill Cybersecurity Companies? — Intelligence in Bits vs. Walls of Atoms Insight
AICybersecurityInfrastructureBusiness

Will the Anthropic Shock Kill Cybersecurity Companies? — Intelligence in Bits vs. Walls of Atoms

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.

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The Reality of 'Continual Learning' ― Can AI Truly Evolve on Its Own? Insight
AILLMMachine Learning

The Reality of 'Continual Learning' ― Can AI Truly Evolve on Its Own?

As many AI services claim 'continual learning' capabilities, here's how to distinguish genuine self-learning from glorified note-taking.

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The 'Cancel SaaS and Build Your Own' Era: Lessons from IDX Advisors and the Rise of Edge Platforms Insight
AISaaSEdge ComputingBusiness

The 'Cancel SaaS and Build Your Own' Era: Lessons from IDX Advisors and the Rise of Edge Platforms

IDX Advisors saved $150K/year by replacing SaaS subscriptions with AI-built custom software. I examine what this means for the software industry and why edge platforms are emerging as winners.

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US 'AI Development' vs. China's 'AI Utilization': Lessons from the Pre-Lunar New Year Model Blitz Insight
AIGeopoliticsChinaStrategy

US 'AI Development' vs. China's 'AI Utilization': Lessons from the Pre-Lunar New Year Model Blitz

Looking at the contrasting AI strategies of the US and China — one focused on building foundational technology, the other on turning existing tech into business value.

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AI Models Are Becoming Commodities: How OpenClaw and Palantir's Ontology Point to the Agent AI OS Insight
AIAgentPalantirOpenClaw

AI Models Are Becoming Commodities: How OpenClaw and Palantir's Ontology Point to the Agent AI OS

As AI model competition heats up, the real value is shifting to orchestrating and governing agents. Looking at what OpenClaw and Palantir's ontology tell us about the future.

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Beyond the 'Death of SaaS': Where Rule-Based Precision Meets AI Agents Insight
AISaaSAgentBusiness

Beyond the 'Death of SaaS': Where Rule-Based Precision Meets AI Agents

AI is shaking up the SaaS business model. Based on hands-on development experience, I explore how combining rule-based systems with AI agents points the way forward.

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Part 1: Teaching Kids to Invest — Why We Chose a Game Series
Next.jsPhaser 3TypeScriptGame DevEducation

Part 1: Teaching Kids to Invest — Why We Chose a Game

Japan mandated financial education in 2022, but most adults barely understand investing themselves. This is the story of how a decade-long quest to teach children about markets through a board game evolved from paper prototypes to a production browser game.

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