12 insights on this topic
AI • Perplexity • Multi-Model
'Computer' is an autonomous agent that routes tasks across Claude, GPT, Gemini, Grok and others, picking whichever model reportedly handles each subtask best.
AI • Semiconductors • Hardware
AI chips make up 0.2% of all chips sold, but they will generate half of all chip revenue this year. The value isn't in software; it's in the silicon underneath.
AI • Espionage • Google
A former Google engineer convicted on 14 counts of espionage for stealing TPU chip designs — not models. The value in AI is shifting from software to infrastructure.
AI • Space X • x AI
Musk merging SpaceX and xAI to move compute into orbit. Orbital compute solves the two hardest problems: energy (unblocked solar) and cooling (deep space at -270°C).
Energy • AI • Sustainability
Solar generated more electricity than coal on the Texas grid for the first time. Why does this matter for AI? Because AI turns electricity into strategy.
Space X • Space • Technology
SpaceX's decision to lower its Starlink fleet signals the transition from the 'Wild West' of space to 'Urban Planning'.
Infrastructure • AI • Data Centers
The cloud has a postcode. And right now, it looks a lot like Indiana farmland...
Climate Change • Economics • Disaster Recovery
America’s new growth engine runs on disaster.
Exponential Age • AI • Technology
OpenAI is reportedly planning an energy expansion on the scale of a nation.
Exponential Age • AI • Infrastructure
The record for the largest cyberattack just doubled. In three weeks.
Exponential Age • Technology • AI
Code scales without limit. But trust doesn’t - it needs eye contact and a handshake. Business is still human to human.