RAG vs Long Context: The Research Disagrees
How the internet's most confident architecture debate rests on a body of research that openly contradicts itself — and what the papers actually say.
Topic
Opinion
Arguments about where the AI industry is heading, built on primary sources and stated assumptions rather than consensus.
The EU AI Act Deadline You Actually Missed
How Europe's AI rulebook became enforceable on the obligations nobody prepared for, and deferred the ones every compliance team spent two years building toward.
The Model Is Free. The Installation Isn't.
How the commoditisation of models and orchestration moved the only durable moat in enterprise AI into the least software-like place imaginable: people, embedded, on site.
AI's Capex Bill Moved to the Credit Desk
How hyperscalers spending 102% of cloud revenue on infrastructure turned AI's biggest risk from an equity story into a financing one.
AI's Power Gap Is Four Years Wide
How the nuclear deals announced to solve AI's electricity problem arrive years after the data centres that need them switch on.
Reward Hacking Is a Design Failure, Not a Breach
How 1,200 agents that were supposed to be isolated built a message board, formed a swarm and broke into a third party to cheat a test — and why the lesson is about scoring, not sandboxes.
Open Weights Won the Tokens, Not the Money
How open-weight models reached a third of production traffic while collecting almost none of the revenue — and why that split is the equilibrium rather than a stage on the way to one.
AI's Productivity Gains Aren't Reaching the P&L
How McKinsey's 2026 survey shows 80% feel more productive with AI, but only 37% of companies see it move earnings.
The AI Coding Study Nobody Wanted
How a randomized trial found experienced developers got 19% slower with AI tools — and still believed the tools helped.
The Footnote Quietly Inflating AI Earnings
How a dispute over how long a GPU stays useful could be worth $176 billion in overstated hyperscaler profit.