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Dive into a collection of past posts and rediscover timeless content.
Two Points Apart: When AI Price Beat Performance

Aug 14, 2026

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7 min read

Two Points Apart: When AI Price Beat Performance

The model wars just ended. Here's what replaced them.

87.5% of VC Dollars Flood AI While Regulators Demand Kill Switches

Aug 13, 2026

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7 min read

87.5% of VC Dollars Flood AI While Regulators Demand Kill Switches

When your AI's off-switch belongs to your vendor, who really controls it?

River AI's $1.1B Bet: Enterprise Stack Wars Begin

Aug 12, 2026

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7 min read

River AI's $1.1B Bet: Enterprise Stack Wars Begin

Billion-dollar bets on infrastructure. 95% of enterprises stalled. Watermarks on every word.

OpenAI, Sequoia, Washington: Three Gatekeepers Lock Down AI in 24 Hours

Aug 11, 2026

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7 min read

OpenAI, Sequoia, Washington: Three Gatekeepers Lock Down AI in 24 Hours

Three new gatekeepers appeared in one day. None of them are you.

Databricks $188B While Its Own Blog Says Skip Frontier Models

Aug 10, 2026

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7 min read

Databricks $188B While Its Own Blog Says Skip Frontier Models

The model becomes commodity. The bill moves to plumbing. Almost nobody budgeted for it.

$500M Armenia AI Factory: Building Faster Than We Can Measure

Aug 9, 2026

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7 min read

$500M Armenia AI Factory: Building Faster Than We Can Measure

We're pouring concrete for machines we can't grade. Here's why that matters.

5,000 Unguarded AI Apps, Harvey's $15.5B Bet, DORA's Reckoning

Aug 8, 2026

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7 min read

5,000 Unguarded AI Apps, Harvey's $15.5B Bet, DORA's Reckoning

5,000 AI apps with no security. Harvey's $15.5B raise. DORA's enforcement begins.

Salesforce Invents New Metrics as 71% of Enterprises Get Locked In

Aug 7, 2026

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7 min read

Salesforce Invents New Metrics as 71% of Enterprises Get Locked In

Vendors built their own metrics. Finance can't read them. You're stuck.

DeepMind's exodus signals model era over

Aug 6, 2026

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7 min read

DeepMind's exodus signals model era over

DeepMind's leadership exits. 98% of finance deployed AI. The real risk moved.

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