Analysis for decision-makers
Daily analysis on technology, strategy, markets, governance, and operating systems.
6 min read
As Chinese labs undercut Silicon Valley and US courts raise the cost of building clean, Washington reaches for bans and tariffs it cannot easily enforce.
6 min read
Chinese labs are giving away frontier-grade AI, and the durable value is migrating to chips, devices, and geography while energy costs climb.
6 min read
As Apple sues OpenAI and a cheap Chinese model rattles US labs, the competitive edge is shifting from frontier capability to cost, control, and consequence.
6 min read
As Europe pries open Google and China courts the developing world, the fight over agentic AI has become a contest over control points, not capability.
6 min read
The software promises are getting cheaper to make while the physical and legal bills for delivering them keep rising.
6 min read
New York's data center ban and Apple's espionage suit against OpenAI reveal an industry running into physical and legal limits that capital alone cannot buy through.
6 min read
As economists organize, Europe eyes child-safety rules, and communities fight data centers, the industry is meeting the cost of its own momentum.
6 min read
Litigation, community backlash, and household strategy show the industry's decisive contests moving from the model to the physical and social world.
7 min read
As capital races to build AI's physical foundations, incumbents fight for the device layer while nobody can yet govern what runs on top.
6 min read
Leadership departures, product culls, an emissions spike, and a widening regulatory front reveal an industry that has entered its consequences phase.
6 min read
As Meta targets the developer market and capital floods AI tooling, the fight for the next value layer is shifting away from the frontier model itself.
6 min read
A hawkish Fed and a fresh Strait of Hormuz threat are converging into a single risk that stretched technology valuations have not priced.
6 min read
Beneath the marketing of autonomous systems, this week's evidence points to a different winner: the hardware that runs AI and the people who still direct it.
6 min read
As computational engineering collapses development timelines and displaces human labor, the deciding factor in AI adoption is turning out to be who controls the data and who can afford the risk.
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