Model Moats Are Shifting
Why distribution, data access, and product loops are becoming the real moat, not model size alone.
Spotlight
Breakdowns that map the industry.
Short, opinionated spotlights on what is actually moving: product shifts, capital allocation, and the incentives behind the headlines.
The Compute Bottleneck
How power, supply chain, and inference efficiency are quietly setting the pace of progress.
Agentic Workflows Are The New UI
Teams that ship repeatable agent loops are compounding faster than teams shipping features.
The AI Spend Cycle
Where budgets are actually moving in 2026 and why it is not just headcount replacement.
Policy Is The New Product Constraint
Regulatory timelines are now shipping features and shaping how models get deployed.