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Dive into a collection of past posts and rediscover timeless content.
Gartner Says Cloud Architecture Is Blocking Agents

Sep 15, 2026

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7 min read

Gartner Says Cloud Architecture Is Blocking Agents

The model stopped being the bottleneck. What's failing now is plumbing.

Google Baked Demand Forecasting Into One Model

Sep 14, 2026

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7 min read

Google Baked Demand Forecasting Into One Model

Abstractions got loud. Numbered, checkable things became the load-bearing ones.

David Bennett's Fourteen-Month-Old Startup Just Killed CUDA's Lock-In

Sep 13, 2026

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7 min read

David Bennett's Fourteen-Month-Old Startup Just Killed CUDA's Lock-In

The CUDA moat is gone. Bennett's company proved it. Here's what moved.

Databricks Shipped The Switch Nobody Named An Owner For

Sep 12, 2026

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7 min read

Databricks Shipped The Switch Nobody Named An Owner For

The rulebook is draft. The enforcement switches shipped this week.

Bending Spoons Bought Miro for Eight Cents on the Dollar

Sep 11, 2026

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7 min read

Bending Spoons Bought Miro for Eight Cents on the Dollar

Why Miro's $1.4B sale matters more than the $17.5B it once cost.

Harvey's $15.5B Bet: Buy the Brake, Not Just the Engine

Sep 10, 2026

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7 min read

Harvey's $15.5B Bet: Buy the Brake, Not Just the Engine

The money moved off the machine doing the work and onto whoever has to check it.

€21B Mistral Round: Samsung, ASML Buy Sovereignty

Sep 9, 2026

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7 min read

€21B Mistral Round: Samsung, ASML Buy Sovereignty

Samsung leads €3B into Mistral. A vendor hoards 153M scans. Finland criminalizes directors.

Uber's $966M Fine: When AI Decisions Need Human Sign-Off

Sep 8, 2026

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7 min read

Uber's $966M Fine: When AI Decisions Need Human Sign-Off

Dutch regulator fines Uber $966M for automated decisions. The bill has landed.

900K Sq Ft Leases Lock In AI Bets Before ROI Arrives

Sep 7, 2026

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8 min read

900K Sq Ft Leases Lock In AI Bets Before ROI Arrives

Conviction looks different when it stops being a slide deck and becomes a lease.

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