The Intelligence: The C5i Data Pivot, the 33% Interceptor Burn, and the "Vera Rubin" Reality
The Industrial Inflection: Data Silos and the Munition Trap ReadyThoughts Intel Sunday, March 22, 2026 In 2026, the winner isn't who has the best ideas…
The Industrial Inflection: Data Silos and the Munition Trap ReadyThoughts Intel Sunday, March 22, 2026 In 2026, the winner isn't who has the best ideas…
Developer Infrastructure · Open Source · AI Platforms The Astral acquisition is not about Python tooling. It is about owning the infrastructure layer that sits …
Analysis · Semiconductors · Space Computing NVIDIA's Space-1 orbital computing system and Elon Musk's TERAFAB factory both launched this week. They …
I met Balvinder Dang, co-founder and chief executive of Datavid, at the Progress Data Summit last year. I am genuinely pleased to see this milestone for him an…
Adobe Firefly's Custom Models and the Brand Content Supply Chain Enterprise AI · Content Supply Chain · Adobe Adding 30+ third-party models and private brand…
The Global Positioning System was not built for your phone. It was built so a nuclear-armed submarine could know exactly where it was before it fired. The…
Enterprise AI / Technology Strategy The Wall Street Journal this week covered companies scrambling to control AI token spend. Buried in the same article is a fi…