Insight Anthropic's Claude Mythos Preview is not just another model upgrade. It compresses the timeline of cyber attack and defense, invalidating many of the assumptions underneath current security products. A look at what an AI-native security posture needs to look like.
Insight An analysis of how the entire memory hierarchy — HBM, DRAM, and NAND — is becoming a core asset of AI infrastructure, examined through six lenses: financial performance of major memory companies, the shift to long-term contracts, the technical reality of TurboQuant and CXL, supply-demand tightness, and supply capacity constraints.
Insight A look at how hyperscalers like AWS and Google may start selling physical racks with their own chips outside the cloud. The post walks through the facts, the numbers, a simple profit estimate, and the risks, and considers how on-prem is being reconsidered in the AI era.
Insight NVIDIA keeps extreme margins and growth while expanding its economic zone by coexisting with rivals instead of fighting them head-on. I think the market still misreads this.
Insight Multiple AI agents are starting to monitor, complement, and negotiate with each other. I look at this shift through the lens of a classic idea: GAN.
Insight Behind the OpenClaw fever sweeping China, Alibaba, Tencent, and ByteDance are each taking different approaches to turn AI into revenue.
Insight Examining AI agent payment infrastructure through three layers: stablecoins, x402/MPP protocols, and Cloudflare's edge gateway.
Insight Analyzing the upcoming OpenAI and Anthropic IPOs from an investor perspective, focusing on three key concerns: gross vs. net revenue recognition, circular transactions, and barter offsets.
Insight AWS and Meta are replacing routine white-collar tasks with AI agents. This post examines which jobs are vulnerable, which will remain, and what this structural shift means for both careers and investment.
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