What changes when AI enters a business
We follow AI once it stops being novelty and starts changing cost structures, workflows, control, technological dependence, and competitive advantage.
What we are watching
Compute infrastructure, agents, enterprise software, restricted model distribution, and decisions that turn AI into a layer of power, not just productivity.
Where it is being decided
In the cloud, inside workflows, in the relationship between provider and client, in model governance, and at the point where automation starts changing who gets to decide.
Why it matters
Because adopting AI is not just adding a tool. It means accepting new dependencies, new costs, and a new way of organising judgment, speed, and control.
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Artificial Intelligence
Ninety-Three Million Dollars to Redesign the Chip from Physics
Cognichip closed a $60 million over-subscribed Series A, with Intel's CEO on its board. This signals a fundamental shift in semiconductor design.
Tomás Rivera7 minLatest articles
80% of Companies Ignore an Extra Hour of Daily Productivity
Goldman Sachs estimates that AI can save workers up to 60 minutes a day, yet 80% of companies have not integrated it. The gap is organizational, not technological.
Zhipu Doubles Revenue, Market Reacts with 35% Surge
Chinese AI company Zhipu released its first earnings report post-IPO, and the market reacted with a 35% increase. However, it's important to assess the full context behind the numbers.
Microsoft Spends $7 Billion to Power Its Servers with Natural Gas
The tech giant is negotiating its own energy supply chain to fulfill its massive electricity demands for AI platforms.
$852 Billion Reasons to Audit Who's in Charge at OpenAI
OpenAI's record funding round raises questions about its leadership structure and ability to scale without its founder's central influence.
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$852 Billion Reasons to Audit Who's in Charge at OpenAI
OpenAI's record funding round raises questions about its leadership structure and ability to scale without its founder's central influence.
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When AI Enters the Real Estate Market, Data Is the Asset That No One Audits
Realtor.com has integrated its property search into ChatGPT, enhancing buyer convenience while revealing a power struggle hidden beneath the surface.
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$70 Million to Verify Code Written by AI
Qodo focuses on confirming the functionality of AI-generated code rather than generating more code. This distinction identifies a crucial market need.
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When AI Rewrites the Rules of Drug Discovery
Insilico Medicine has licensed its AI engine to Eli Lilly, disrupting the pharmaceutical industry’s traditional value creation model.
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Oracle Lays Off 30,000 Employees to Fund AI Data Centers
A corporation with $6 billion in net profits cuts up to 30,000 jobs. The Oracle case unveils a paradox many SMEs may soon replicate on a smaller scale.
$830 Million Debt for Independence: Mistral's European Bet
Mistral has raised $830 million in debt to build its own AI infrastructure in Europe. The question remains: are they creating a new market or replicating existing power structures?
The Codex Flaw Reveals the True Cost of Building AI in a Black Box
A critical vulnerability in OpenAI's Codex allowed for the theft of GitHub access tokens, highlighting design flaws in security architecture.
The Largest AI Factory in Europe and the Void No One Wants to Name
Finland is set to become the epicenter of Europe's AI infrastructure race. Nebius, a cloud computing company born from Yandex's tech assets, announces plans for a major AI factory.
The Agreement Aiming to Take Energy AI Out of the Lab
Applied Computing, Wipro, and Databricks have formed a partnership to deploy AI in energy operators across the Middle East, India, and Southeast Asia. The real challenge isn’t technological but structural.
California Regulates AI While Washington Turns a Blind Eye
When a state legislates what a federal administration prefers to ignore, the decision-making landscape for tech firms changes irrevocably.
Simón Arce6 min
Only 15% Would Accept an AI Boss, and That Number Says It All
A Quinnipiac poll reveals that only 1 in 7 Americans would tolerate an AI assigning tasks and scheduling their time. This speaks to the emotional work that leadership fulfills, which no algorithm has managed to replace.
Clara Montes6 min
When AI Hits the Money Owed to You
AI-powered payment collection software is not just about accounting automation: it’s the first link where AI directly touches cash flow. The Hackett Group has recently published who is winning that battle.
Elena Costa7 min
$70 Million to Verify Code Written by AI
Qodo focuses on confirming the functionality of AI-generated code rather than generating more code. This distinction identifies a crucial market need.
Ignacio Silva6 min
When AI Enters the Real Estate Market, Data Is the Asset That No One Audits
Realtor.com has integrated its property search into ChatGPT, enhancing buyer convenience while revealing a power struggle hidden beneath the surface.
Lucía Navarro7 min
When AI Rewrites the Rules of Drug Discovery
Insilico Medicine has licensed its AI engine to Eli Lilly, disrupting the pharmaceutical industry’s traditional value creation model.
Camila Rojas7 min
Alphabet Reduces AI Costs and Exposes Industry's Costly Bias
When a company lowers access costs for artificial intelligence, the market applauds the efficiency. Few audit who designed that efficiency and for whom it works.
Isabel Ríos7 min
Big Tech's Climate Promises Are Crumbling Before Our Eyes
Tech giants built a narrative of climate leadership that is now unraveling under the weight of their own energy demands. A lack of alternatives looms large.
Elena Costa6 min
93% of AI Budget Goes to Technology, Not to People
Companies are building high-power engines while forgetting the driver. Data from Deloitte, Wharton, and Harvard uncover a critical oversight in AI investments.
Sofía Valenzuela7 min
Without Clear Patent Rules, the U.S. Loses the AI Race Before It Even Starts
Washington is spending billions on chips and data centers, but without predictable intellectual property rights, investment in applied AI will flee elsewhere.
Simón Arce7 min
When Writing a Book Costs Almost Nothing, the Publishing Industry Fractures
The cancellation of novels due to AI use is the first visible crack in an industry unprepared for near-zero production costs.
Gabriel Paz7 min
GM Uses AI to Build Cars That Don’t Exist Yet
General Motors is using AI to visualize vehicles before any physical piece exists, revolutionizing the automotive design process.
Clara Montes6 min
Bluesky Bets on AI for Personalized User Algorithms
Bluesky has launched Attie, an AI-driven app enabling users to create tailored feeds without coding. This development reflects a broader innovation strategy that maintains existing functionalities while embracing new technology.
Ignacio Silva6 min
When AI Fails in Production, Resilience Is More Valuable Than Intelligence
Most AI frameworks compete to be the smartest. Dapr Agents v1.0 bets on something less glamorous but much more profitable: not failing.
Lucía Navarro6 min