Anthropic confirms that compute shortages, not strategic choices, drove recent customer experience issues, after years of speculation and criticism.
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The Compute Reckoning: Anthropic Finally Admits What Customers Suspected for Ten Months
The $725 Billion Question: Hyperscaler Capex Q1 2026 and What the Earnings Don’t Answer
Big Four hyperscalers announce $725 billion AI infrastructure spending in Q1 2026, raising questions about the impact on revenues, GPUs, and future growth.
The Bubble Is Not in Valuations: It’s in the Productivity Gap
Analysis of the disconnect between AI valuation premiums and actual productivity gains, highlighting a potential structural bubble in expectations rather than asset prices.
The NVIDIA Earnings Preview: What Q1 FY27 Will Reveal About the AI Cycle
NVIDIA reports Q1 FY27 earnings on May 20, revealing key insights into the AI cycle, demand, and industry outlook amid market expectations and uncertainties.
The Anthropic-Blackstone-Goldman JV: Reverse-Engineering the $1.5B Enterprise AI Services Structure
Anthropic, Blackstone, Hellman & Friedman, and Goldman Sachs form a $1.5 billion standalone enterprise AI services company, embedding Anthropic engineers to target mid-sized firms.
The Google I/O 2026 Preview: What May 19-20 Will Reveal About Google’s Agentic Bet
Google’s I/O 2026 will showcase key updates on agentic AI, including Gemini 4.0 and multi-agent protocols, amid a competitive AI landscape.
Forward-Deployed: The Integration Wall, and the Role That Now Pays $700K to Climb It
FDE roles now pay up to $700K, becoming the highest-paid IC in tech, driven by enterprise AI integration demands and unique deployment challenges.
The Enforcement Countdown: 89 Days Until the EU AI Act’s GPAI Penalty Phase Begins
The EU Commission’s enforcement powers for GPAI providers activate in 89 days, marking a significant shift in AI regulation compliance and penalties.
The Memento Constraint: Why Continual Learning Is the Trillion-Dollar Bottleneck Nobody Is Pricing
Exploring how the inability of current AI models to learn continually shapes the enterprise AI economy and the trillion-dollar stakes involved.
Looking Forward to Postgres 19: Query Hints
Postgres 19’s feature freeze includes the introduction of pg_plan_advice and pg_stash_advice, enabling query hints outside SQL, challenging longstanding community views.
