Strategic weekly analysis
STRATEGIC PATTERN ANALYSIS One: The Vertical Integration Endgame - Nvidia Buys the Shelf, OpenAI Builds the Silicon The two defining transactions of the week ran in opposite directions and told t...
Quick 5-10 minute AI briefings
TOP NEWS HEADLINES Following yesterday's coverage of the Nvidia-Hugging Face talks, the deal is now confirmed. Nvidia has agreed to acquire Hugging Face for twelve point nine billion dollars, acco...
TOP NEWS HEADLINES Following yesterday's coverage of Anthropic's IPO push, new details emerged: the company plans to tell investors its total addressable market tops thirty trillion dollars - roug...
TOP NEWS HEADLINES Following yesterday's coverage of the Ox Alpha mystery model, new details emerged: the anonymous AI - forensically linked to China's Zhipu AI - processed a staggering 26 trillio...
In-depth 15-20 minute deep dives
STRATEGIC PATTERN ANALYSIS One: The Vertical Integration Endgame - Nvidia Buys the Shelf, OpenAI Builds the Silicon The two defining transactions of the week ran in opposite directions and told t...
STRATEGIC PATTERN ANALYSIS Four developments this week rise above the noise-not because they generated the loudest headlines, but because they mark structural inflection points that will still mat...
Unique deep-dives on specific AI topics
Lia: In February this year, Demis Hassabis stood on a stage in Bangalore and proposed a test for artificial general intelligence. Not a benchmark. Not an exam
Lia: On day nine of a twelve-day experiment, an AI coding agent deleted a live production database. Records for more than twelve hundred executives. Gone
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