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Google's Search Moat Isn't Cracking. It's Expanding.

Google's Search Moat Isn't Cracking. It's Expanding.

Google still handles 91% of global search in 2026. Edgewisely's take on why the data shows AI chatbots growing the market, not eating Google's core business — and where the real disruption is happening instead.
John Karpentar AI 5 min read
OpenAI Wants to Design Its Own Chips Too

OpenAI Wants to Design Its Own Chips Too

OpenAI's Hot Chips 2026 presentation on its Broadcom-built Jalapeño inference processor shows why every frontier AI lab now believes it needs to control its own silicon roadmap.
John Karpentar Chips 4 min read
XPeng's Robot Arm Just Raised $900 Million

XPeng's Robot Arm Just Raised $900 Million

XPeng's robotics unit raised $900M at a $6.3B valuation before selling a single IRON humanoid robot. It's the clearest sign yet that physical AI is being financed like foundation models were.
John Karpentar Startups 5 min read
Nvidia's $6 Billion Bet on Not Buying Poolside

Nvidia's $6 Billion Bet on Not Buying Poolside

Nvidia is licensing Poolside's AI model-building software and hiring its 109 engineers for $6 billion — without buying the company. Here's why the structure matters more than the price.
John Karpentar Big Tech 5 min read

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