Why Companies Are Building, Not Buying
McKinsey says 32% of enterprises have skipped a software purchase because agentic coding tools let them build it themselves. CodeRabbit's $143M raise is a bet on what that shift creates.
Topic
Opinion
Arguments about where the AI industry is heading, built on primary sources and stated assumptions rather than consensus.
Why Every AI Giant Now Wants Its Own Chip
How Meta, OpenAI, Google, Amazon and Microsoft all reached the same conclusion within months of each other: renting Nvidia's silicon is no longer enough
The AI Gateway Is Becoming a Toll Booth
How Stripe, Databricks, and Cloudflare are racing to own the layer that sits between every enterprise and every AI model.
AI Is Quietly Erasing the Entry-Level Job
How Stanford payroll data shows a 19% employment gap for young workers in AI-exposed jobs, and why it keeps widening.
Most Enterprise AI Pilots Are Quietly Dying
How MIT's research on 300 AI deployments found a 95% failure rate, and what separates the rare pilots that actually pay off.
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.
The 95% Problem: Why Hospital AI Pilots Still Don't Pay Off
Four out of five hospital AI pilots never reach production. Edgewisely's take on why the culprit is data and governance, not model quality — and what the systems getting real ROI are doing differently.
Why Enterprise AI Pricing Is Quietly Leaving the Token Behind
Salesforce, SAP, and Workday are shifting enterprise AI pricing from tokens and seats toward outcomes and consumption. Edgewisely's take on why the shift is happening now, and why it's harder than it looks.
The Leading Edge Belongs to AI Now
How TSMC's A16 node ended fifteen years of smartphones going first, and what that reordering costs everyone else.