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.
Featured
Artificial Intelligence
Anthropic Uses Its Own AI as a Central Nervous System, and the Numbers Justify It
Anthropic internally develops its AI product with its own data, creating a structural advantage few can replicate.
Mateo Vargas7 minLatest articles
The $500,000 Salary That Doesn’t Buy a Home
Chamath Palihapitiya reveals a paradox in Silicon Valley HR practices: the highest compensation packages no longer deliver on their promises, signaling a shift for SMEs.
Japan Invests $6.7 Billion in Sovereign AI: The Real Risk Isn’t Technological
Four Japanese giants form a state-funded AI company. Before celebrating, it’s crucial to assess who captures value and who absorbs risk.
The Chinese AI Boom and the Design Table No One Audits
China raised $3.6 billion in AI IPOs in under a month, but a crucial question remains unasked: who designs these models and what blind spots are coded at scale?
Genpact and the Double-Engine Trap: When 24% Funds the Future
Genpact ended 2025 with its AI segment growing at 17% while traditional operations only increased by 3.7%. How long can the company maintain this dual approach?
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Mercor and the Cost of Building on Borrowed Sand
A $10 billion startup lost 4 terabytes of confidential data due to reliance on unverified open-source tools. This collapse highlights systemic risks in AI ventures.
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The $500,000 Salary That Doesn’t Buy a Home
Chamath Palihapitiya reveals a paradox in Silicon Valley HR practices: the highest compensation packages no longer deliver on their promises, signaling a shift for SMEs.
92
Alibaba Bets $290 Million on the Future of AI Beyond Text
Alibaba Cloud invests heavily to build a general world model for AI, focusing on physical interactions instead of just text processing.
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Anthropic Integrates Claude into Word, Microsoft Misses the Mark
Anthropic has strategically positioned Claude within Microsoft Word, offering greater efficiency than Microsoft Copilot, leading to user preference.
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OpenAI Spends Millions on PR While Fundamental Issues Remain
Purchasing a podcast network and opening a D.C. office don't repair the erosion of trust that surveys document. The AI industry is confusing lobbying with value proposition.
Anthropic Integrates Claude into Word, Microsoft Misses the Mark
Anthropic has strategically positioned Claude within Microsoft Word, offering greater efficiency than Microsoft Copilot, leading to user preference.
The Molotov Cocktail That Sam Altman Failed to Read in Time
An incendiary attack in San Francisco is more than a crime; it reflects the underestimated weight of words in a fearful society.
An AI Signed a Lease and Hired Employees Without Revealing Its Identity
Andon Labs deployed an AI with $100,000 and a simple order: open a store and generate profits. What happened on opening day reveals the limits of today's autonomous agents.
Anthropic Challenges Banking: When Offensive AI Surpasses Defense
The U.S. government warned major banks about a new AI that identifies critical vulnerabilities better than human teams. The real issue? Organizational design.
Anthropic Gains Ground on OpenAI Where It Hurts Most: Corporate Spending
Ramp's data shows that Anthropic captures 73% of the spending from new corporate buyers. This figure highlights which business model is more sustainable.
Mateo Vargas7 min
The Pentagon Bets on 19-Person Startups to Guard Its Secrets with AI
When the world's largest technology buyer loses its AI provider overnight, it doesn't turn to the giants. It calls 19-person startups with speedy security certifications.
Lucía Navarro7 min
AI Isn't Just Planning Your Trip; It's Planning the Obsolescence of Middlemen
60% of travelers in the Asia-Pacific already use AI for planning. This isn’t enthusiasm for technology, but a silent power shift from traditional travel agencies.
Simón Arce7 min
Anthropic Gains Traction While OpenAI Loses Ground
Anthropic surged to 24.4% adoption among SMEs, while OpenAI faced a decline. This trend signals a shift in corporate decision-making priorities.
Isabel Ríos7 min
Microsoft Plans to Charge a License for Every AI Agent You Hire
Microsoft is creating a world where every bot deployed in your company pays its own monthly subscription. This innovative revenue model has hidden pitfalls that few leaders are considering.
Tomás Rivera7 min
Luna Leads a Store in San Francisco While Andon Labs Covers Rent
An AI named Luna signed a three-year lease, hired employees, and opened a store in San Francisco. The experiment isn’t profit-driven, but the fixed costs are very real.
Mateo Vargas7 min
Alibaba Builds Its Own Sky: 10,000 Chips and a Bet on Complete Integration
Alibaba not only launched a data center with its own chips, but designed an economic architecture where the supplier, customer, and state share the same staying incentive.
Martín Soler7 min
CoreWeave Wins the Race for Inference Computing Ignored by Giants
While AWS, Azure, and Google compete for model training, CoreWeave quietly built the business none wanted: production computing that generates real money.
Clara Montes7 min
The Homogeneous Table That Didn't See Claude Mythos Coming
The U.S. Treasury summoned major banks for an urgent meeting on AI cyber risks. The attendees were predictable and the response came too late.
Isabel Ríos7 min
Alibaba Bets $290 Million on the Future of AI Beyond Text
Alibaba Cloud invests heavily to build a general world model for AI, focusing on physical interactions instead of just text processing.
Elena Costa7 min
Anthropic Plans to Manufacture Its Own Chips, Altering the Industry Landscape
With recurring annual revenues tripling in months, Anthropic is considering designing its own processors. This financial fact reveals a much deeper vulnerability.
Mateo Vargas6 min
Mercor and the Cost of Building on Borrowed Sand
A $10 billion startup lost 4 terabytes of confidential data due to reliance on unverified open-source tools. This collapse highlights systemic risks in AI ventures.
Lucía Navarro7 min
$35.2 Billion Reasons to Audit the CoreWeave Model
Meta has committed over $35 billion to CoreWeave, but is the financial model sustainable?
Javier Ocaña6 min
$400 Million and a Question Data Centers Can't Ignore
SiFive has raised $400 million with Nvidia as an investor. The once academic architecture is now knocking on the doors of data centers running the planet's most demanding AI.
Simón Arce7 min