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Enterprise SaaS and AI Narrative

Programming note: We've just released our thematic report: Google's TPU and the New Economics of AI Deployment. It's an 18-page analysis deconstructing how Google is breaking Nvidia's monopoly on AI compute by exploiting the market's shift to inference. Access
Enterprise SaaS and AI Narrative

Google's TPU Yard Sale

Google's Chips vs. Nvidia's Margin Google and Meta have long been fierce rivals in the world of digital advertising. They fight for every second of user attention and every cent of marketing budget. But in the basement of the internet—the data center—they are fast
Google's TPU Yard Sale

Why Are Epic Games and Other Customers Leaving Amazon for Google?

For years, Amazon Web Services (AWS) has been the go-to utility for internet-scale computing—the place where businesses rent as much power as they need, on demand. But in the summer of 2025, that seemingly infinite supply hit hard limits. Internal documents obtained by Business Insider reveal that

The Disposable Interface

Infinite App Store The primary way we interact with computers is through "apps." In essence, an app is a durable tool you acquire and keep on your phone or desktop. If you want to calculate a mortgage, you get a mortgage calculator app. If you want to play
The Disposable Interface

Microsoft's $30 Billion Round Trip

Programming note: We've just released our new thematic report: Enterprise AI Monetization: 2025 Scorecard. It's a 24-page analysis deconstructing how software giants are winning the AI revenue race—and who is falling behind. Access a free copy here. The Infinite Cash Glitch If you loan
Microsoft's $30 Billion Round Trip

China's Efficiency Hack

The Post-Text Pivot We talked recently about how the "Scale is All You Need" dogma—the Silicon Valley belief that you just need vastly more compute to process vastly more data—is running headfirst into the laws of physics. It turns out that even if you have
China's Efficiency Hack

Meta's Chief Scientist Hates LLMs

Programming note: We've just released our thematic report: Mapping the Neocloud Landscape. It’s a 25-page analysis deconstructing the dynamic between hyperscalers and neoclouds, the capital flows, and the financial risks. Access a free copy here. Is a Cat Smarter Than ChatGPT? It is probably poor career
Meta's Chief Scientist Hates LLMs

Will Google Gemini Turn Search Into a Dead End for the Web?

Google launched Gemini 3 this week, its most powerful AI model yet, with a suite of new features designed to keep it at the forefront of the AI race. While the company touted its lead on industry benchmarks, the most radical and potentially disruptive new feature wasn't about