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Capital: The Lever Beneath the Levers

Capital: The Lever Beneath the Levers

Analysis of how private and public funding shapes AI infrastructure, with a focus on recent IPOs and circular capital flows in 2026.
Europe Regulated the Interface and Forgot to Build the Engine

Europe Regulated the Interface and Forgot to Build the Engine

Europe focused on regulating AI interfaces, like cookie banners, but has neglected building the underlying AI technology, risking global competitiveness.
The Model Is Only 10%: The Real Lesson of the New SDLC

The Model Is Only 10%: The Real Lesson of the New SDLC

A new Google whitepaper reveals that in AI development, the model accounts for only 10% of behavior; the harness and context engineering drive results.
The Local-First Agentic Operator

The Local-First Agentic Operator

A single operator, using agentic AI, now builds and manages multiple complex products across domains, challenging traditional organizational models.
World Model Readiness: Are You Ready for AI That Acts?

World Model Readiness: Are You Ready for AI That Acts?

Assess your organization’s readiness for AI systems capable of predicting and acting, as world models become central to AI development and deployment.
The $60 Billion Bargain: Why Cursor Could Be a Steal for SpaceX

The $60 Billion Bargain: Why Cursor Could Be a Steal for SpaceX

SpaceX acquired AI coding startup Cursor for $60 billion in stock, a strategic move that could reshape AI and space tech integration. Here’s what is confirmed and what remains uncertain.
Évian and the Fallout: What Europe Actually Wants From Amodei, Hassabis, and Altman

Évian and the Fallout: What Europe Actually Wants From Amodei, Hassabis, and Altman

Europe seeks reliable access, sovereignty, and safety assurances from US AI leaders amid US export controls at G7 AI summit.
VigilSAR Benchmark: There Is No Best Model

VigilSAR Benchmark: There Is No Best Model

VigilSAR’s new benchmark reveals there is no one-size-fits-all AI model for defense, emphasizing context-specific rankings over overall leaderboards.
Capital: The Lever Beneath the Levers

Capital: The Lever Beneath the Levers

Analysis of how capital funding underpins AI industry growth, its circular flow, and emerging risks as public markets absorb private valuations in 2026.