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…
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OpenAI Bought the Plumbing, Not Just the Tools
Developer Infrastructure · Open Source · AI Platforms The Astral acquisition is not about Python tooling. It is about owning the infrastructure layer that sits …
When the Chip Race Leaves Earth
Analysis · Semiconductors · Space Computing NVIDIA's Space-1 orbital computing system and Elon Musk's TERAFAB factory both launched this week. They …
Life Sciences Has Two Data Problems. C5i Just Bought the Answer to the Second One.
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
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…
GPS Was Built as a Weapon. Now It Is a Vulnerability.
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…
Your Highest Token Spenders Might Be Your Best People
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…