The AI Bill Buys Three Minutes
A firm can buy its people about three minutes a week. The bill is not in dispute. Where it goes is.
Explore / Technology
AI & Compute
The AI stack — infrastructure, chips, data, models, execution and applications, and the fulcrum assets beneath them.
Start here. Follow your curiosity.
Explore connections ↗The Chatbot Is the Cheap Bit
AI in 2026 is not a product category. It is a stack. The companies that matter will not merely have the best chatbot, the best model, or the best app. They will sit on the layers every other company has to cross.
AI Is Not a Product
AI in 2026 is not a product category. It is a stack. The companies that matter will not merely have the best chatbot, the best model, or the best app. They will sit on the layers every other company has to cross.