Articles

32 articles. Research, analysis, and unfiltered opinion.

Analysis

Chipmakers lose their shine, cash starts flowing to AI infrastructure

Nvidia s shine is fading. Two years ago the firm beat analyst revenue forecasts by a shocking 53%. Now it’s just meeting them. Alb…

September 2025
Analysis

AGI. Actually Getting Irritated

AGI and its scarier cousin ASI get thrown around like they’re waiting just over the horizon. Maybe they are, maybe they aren’t. Th…

September 2025
Analysis

When the Agents Kill the Banner Ad

For two decades, the internet’s business model has been simple: get eyeballs, sell ads. Google’s search box was the on-ramp, and e…

September 2025
Analysis

Spatial Computing Is Lost in Meta’s Midlife Crisis

Spatial computing should already be rewriting how we work and play. Instead, it’s limping along, dragged down by clunky hardware a…

September 2025
Analysis

Cleaning up vibe code: a new growth industry

Countless posts on LinkedIn poke fun at the recent emergence of a new job title adorning profiles: Vibe Coding Clean-up Specialist…

September 2025
Analysis

While the west obsesses over AI, China bets on Quantum

During an AI event at the White House, Melania Trump announced “the robots are here” and encouraged us all to treat them as we wou…

September 2025
Analysis

Clamour for MIT study signals AI fatigue, not failure

You’d be forgiven for believing all AI pilots are doomed to failure. A recent MIT study which has taken the business press by stor…

September 2025
Analysis

AI adoption will leave Telcos high and dry

AI discussions today stray from the vast energy, resource, and capital requirements of infrastructure development, to the trials a…

September 2025