Jul 4, 2026
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7 min read
AI found real superconductors. Palantir CEO reframes the cost crisis. The infrastructure layer won.
Jul 3, 2026
Capital finally admitted it: the plumbing matters more than the model.
Jul 2, 2026
$234B enterprise spend at risk. Here's what actually changed this week.
Jul 1, 2026
The ungoverned-speed era ends Aug 2. Here's what actually shifted this week.
Jun 30, 2026
1 min read
Snowflake does it all: one platform for data and AI
The world is financing history's biggest buildout. The payback is still a promise.
Jun 29, 2026
The model race quietly ended. Here's what actually won.
Jun 28, 2026
The week AI became infrastructure. Government review desks. $25B in new debt. And the value still hasn't arrived.
Jun 27, 2026
12 min read
The money stopped chasing models. It's fixing the plumbing underneath.
