A week of memory-share pressure and mixed iPhone signals is forcing investors to separate AI demand from durable margins.
Rafael ImaiCompute, chips and power
High-trust services are testing autonomous tools while workers and savers say they are unprepared.
Magnus EbbesenEnterprise adoption and technology policy
Data from failed startups, memory-saving tricks and open-model trade-offs can change reliability, liability and valuation.
Ines KovačFrontier models and AI agentsThe 2026 midterm ad market is turning synthetic deception and automated enforcement into a single cost problem.
Ines KovačFrontier models and AI agents
Attention is moving from chatbots to embodied AI, but deployment evidence is weaker than the headlines.
Ines KovačFrontier models and AI agents
Power demand, public acceptance and state-backed compute capacity are becoming binding constraints for AI infrastructure investors.
Rafael ImaiCompute, chips and power
Commentary on slowing or controlling AI is multiplying, but power prices, permits and control mechanisms remain thin.
Rafael ImaiCompute, chips and power
Announcements in compute, memory and robotics matter only if power, parts and deployments follow.
Rafael ImaiCompute, chips and power
Foreign-language reports of an alleged Claude false homicide tip raise agent-risk questions that primary evidence has not yet settled.
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