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The Commodity Trap: Why OpenAI's AWS Pivot Just Proved Models Are Dead as a Business
Models are not products. They are features. And features don’t command margins. This is the hard truth that the April 28 Open... -
The Great Unwinding: Why This Week Just Killed the AI Alliance Era
Microsoft and OpenAI are no longer exclusive. Google is wiring $40 billion into Anthropic. China just vetoed Meta’s acquisiti... -
The Sovereignty Wars: Why SpaceX Building GPUs Signals the End of AI's Free Lunch
The Sovereignty Wars: Why SpaceX Building GPUs Signals the End of AI’s Free LunchElon Musk just admitted what everyone in Sil... -
The Sovereignty Tax: Why AI's Most Expensive Word Isn't 'Intelligence' — It's 'Ours'
The Sovereignty Tax: Why AI’s Most Expensive Word Isn’t ‘Intelligence’ — It’s ‘Ours’The smartest AI model in the room just pr... -
AI Agent Wars: 当 Microsoft 同时拥抱 Claude 和 GPT，Anthropic 进军办公套件
AI Agent Wars: 当 Microsoft 同时拥抱 Claude 和 GPT，Anthropic 进军办公套件AI 行业的竞争正在从「模型性能」转向「生态系统」。本周的几条新闻揭示了一个有趣的转折：曾经的对手现在成了合作伙伴，而曾经的合作...