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The AI layoff alibibusinessThe AI layoff alibi

Meta, Oracle, Cisco and a dozen others are cutting tens of thousands of jobs and naming AI as the reason. The spending and the firing do not line up — and the ROI data suggests "AI efficiency" is doing more work in the press release than in the org chart.

Jun 29, 2026 · 7 min read

The AI memory supercycle, explainedeconomicsThe AI memory supercycle, explained

The AI boom just showed up in a place ordinary people can feel it: the price of memory. Here is why a handful of data-center buyers are making your next phone, laptop and car more expensive — and how long it lasts.

Jun 29, 2026 · 7 min read

ChatGPT just lost its majorityartificial intelligenceChatGPT just lost its majority

For the first time since 2022, ChatGPT holds less than half the AI assistant market. The number itself matters less than what is driving it — and what it signals about how AI products will be won from here.

Jun 29, 2026 · 6 min read

Claude Code: an honest overviewtechnologyClaude Code: an honest overview

Claude Code is Claude that can act on your codebase — read it, edit files, run commands, open pull requests. Here is what it actually does, where it runs, how access works, and the failure modes the marketing skips.

Jun 26, 2026 · 8 min read

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