How the enterprise pivot from "Instagram poster maker" grew into a Fortune 500 design platform

How Perplexity is betting AI can repair the broken bargain between platforms and the press

How the EU's antitrust penalty on Google could reshape ad-tech markets and redefine the limits of platform power

How Zuckerberg's decision to give away Meta's best model reframes the open-versus-closed fight and turns it into a contest with China.

How an AI coding startup's valuation tripled in a year, and what that velocity says about the real price of software.

How Zuckerberg's 6,500-word manifesto and a fresh open-weight model reframe Meta's AI strategy as a fight over who controls the technology — not who builds the best model.

How Zuckerberg's decision to give away Meta's best model reframes the open-versus-closed fight and turns it into a contest with China.

How Zuckerberg's 6,500-word manifesto and a fresh open-weight model reframe Meta's AI strategy as a fight over who controls the technology — not who builds the best model.

How Microsoft Copilot ties Windows, Office, Azure AI and the OpenAI deal into one bet, and whether enterprises will pay enough to justify it.

How Nvidia AI chips came to run the data center, why CUDA locks customers in, and the concentration and competition risks that could crack the moat.

TSMC makes nearly every advanced AI chip. Inside its foundry dominance, the Taiwan geopolitics, and the risks of that supply concentration.

AMD AI chips are chasing Nvidia with the Instinct MI300 line. We break down the ROCm gap, key customers, and whether AMD can win real share.

How an AI coding startup's valuation tripled in a year, and what that velocity says about the real price of software.

How a two-month-old startup from an xAI co-founder raised a mega-round by betting that the future of AI is personal, open, and owned by the user — not rented from a lab.

How Anthropic built Claude AI into an enterprise favorite: constitutional-AI safety, Amazon and Google backing, and a real fight with OpenAI.