49 articles
Insight The more AI improves productivity, the more pressure builds on SaaS seat-based pricing. I look at this quarter's earnings from Datadog, Atlassian, ServiceNow, HubSpot, Salesforce, and Microsoft, and consider the conditions for SaaS survival in the AI era.
Insight In 2026, crypto is splitting into two directions: prediction markets that absorb human speculation, and stablecoin payments that power the AI agent economy. I look at the shift from Bitcoin to 'Betcoin' and how AI payments are redefining financial trading.
Insight As AI infrastructure shifts from training GPUs to inference and AI agents, the CPU is being reevaluated. I look at recent moves by Intel, Google, SiFive, and others to outline how the competition is moving toward system-wide optimization.
Insight OpenAI's post-money valuation reached $852B in March 2026. I look at the Microsoft deal amendment, advertising push, Sora shutdown, and the Musk lawsuit through an investor lens.
Insight Starting from the Reuters report on SpaceX's option to acquire Cursor, I walk through the xAI/X merger, the SpaceX/xAI integration, Tesla's xAI investment, and the SpaceX IPO plan, and think through when a 'Musk Inc.' holding company could realistically take shape.
Insight A look at Anthropic's moves in April 2026 — Mythos, renewed government dialogue, Claude Design, a board appointment, and compute expansion — and what they suggest about the company's IPO setup.
Insight Anthropic's Claude Mythos Preview is not just another model upgrade. It compresses the timeline of cyber attack and defense, invalidating many of the assumptions underneath current security products. A look at what an AI-native security posture needs to look like.
Insight An analysis of how the entire memory hierarchy — HBM, DRAM, and NAND — is becoming a core asset of AI infrastructure, examined through six lenses: financial performance of major memory companies, the shift to long-term contracts, the technical reality of TurboQuant and CXL, supply-demand tightness, and supply capacity constraints.
Insight A look at how hyperscalers like AWS and Google may start selling physical racks with their own chips outside the cloud. The post walks through the facts, the numbers, a simple profit estimate, and the risks, and considers how on-prem is being reconsidered in the AI era.