Inside the Inference Wars: Why Serving Costs Now Decide Who Wins AI
Training runs make headlines, but the margin fight has moved to inference. We break down the cost-per-million-tokens curve across the four major providers and what it means for anyone building on top of them.
The Great Re-Platforming: How Enterprises Are Rebuilding Around Agents
Two years of pilots are turning into budget lines. We spoke to engineering leaders at nine Fortune 500 companies about what actually shipped, what quietly died, and the architecture patterns that survived contact with production.
Chip Sovereignty: Mapping the New Semiconductor Blocs
Fabs are being built faster than at any point since the 1980s, and almost none of it is driven by economics alone. A guide to who is funding what, where the bottlenecks really sit, and which node each bloc can realistically reach.
Zero Trust, Five Years On: What Actually Worked
The framework became a procurement checkbox long before it became an architecture. Security leads who ran full migrations tell us which controls stopped real intrusions and which ones only generated dashboards.
Seed Is the New Series A: Inside the 2026 Funding Reset
Round sizes are up, ownership targets are up, and the bar for a first cheque now looks like what a Series A demanded in 2021. What founders should prepare, and the diligence questions that catch most teams out.
The Hidden Cost of AI Agents: What CFOs Need to Know
The latest flagship model from OpenAI introduces a breakthrough in long-context reasoning, enabling end-to-end analysis of entire codebases and legal documents in a single inference pass.