The dream of “zero-marginal-cost software” is dead. If you are still waiting for AI to scale with the fat 90% gross margins ...

While hyperscalers are busy groveling before local utility boards for a few hundred megawatts of terrestrial power, the real...

Intelligence is officially a commodity. As Claude 4.5 Opus and Gemini 3.1 Pro trade blows on benchmarks that measure “correc...

AI valuation is currently a collective hallucination. The market continues to bid up software models that have yet to show a...

Digital Sovereignty is the most expensive hallucination in modern geopolitics. Behind the nationalistic press releases about...