businessThe AI layoff alibiMeta, 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
economicsThe AI memory supercycle, explainedThe 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
artificial intelligenceChatGPT just lost its majorityFor 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
businessThe Data Moat: Why Proprietary Information Is the Last Defensible Position in AIA generation of software companies built their defenses around what they knew how to build. In the AI era, the only durable defense is what you know — and what only you are allowed to know.
Jun 28, 2026 · 8 min read
technologyClaude Code: an honest overviewClaude 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