Why we do not invest in AI promises, but in the layer beneath them, and why our bondholders benefit. Everyone wants to do something with AI. Almost no one... Read more »
SpaceX finished paying $60 billion for Cursor on August 14, and the code editor was the least interesting part of the purchase. The real asset is 150 million lines... Read more »
Social feeds spent the past week calling it the “Qwen 3.8 Agent OS,” as if Alibaba had shipped a new operating system for AI agents. It hadn’t. What Alibaba... Read more »
No More Warnings: The EU AI Act Has Teeth Starting Now As of August 2, any chatbot operating in the European Union has a new legal obligation: telling users... Read more »
Everyone Agreed AI Needs Rules in Geneva. Nobody Agreed on Whose Governments gathered in Geneva on July 6 and 7, 2026, to discuss a technology crossing borders in milliseconds.... Read more »
Three Companies Control 90% of DRAM. Now a Lawsuit Wants to Know Why RAM Costs 700% More A new federal antitrust complaint accuses Samsung, SK Hynix, and Micron of... Read more »
Jeff Bezos Returns to the CEO Seat: Why Prometheus Is Betting on AI for the Physical Economy Jeff Bezos has returned to an operating CEO role with $18.2 billion... Read more »
What Happens When Professional Creative Tools Move Into Your Phone’s Default App? Apple just moved another tool from standalone software into Photos. Users can now drag a photograph and... Read more »
Startups have always faced the same challenge when competing with larger companies. Bigger competitors have: larger sales teams bigger marketing budgets greater brand recognition For years, many founders assumed... Read more »
