The Glasswing Ultimatum: Kingmaking and the 90-Day Security Clock
The Glasswing Ultimatum: Kingmaking and the 90-Day Security Clock Anthropic has fundamentally altered the enterprise security theater by gating its Mythos model…
Latest Analysis
Inference Is the New Infrastructure Budget Fight
AI Infrastructure · April 12, 2026 Based on Bessemer Venture Partners' AI Infrastructure Roadmap: Five Frontiers for 2026 Training a model is a capital expen…
Blackline Safety Goes Private: What Francisco Partners Is Really Buying
M&A Analysis · Industrial Technology · April 2026 The $850 million deal is not about gas detection hardware. It is about a 126% net d…
The Millisecond Moat: Uber and the Custom Silicon Shift
40M+ Daily Trips 30% Cost Efficiency 4th Gen Graviton 3.0 Trainium Pilot R eal time matching at forty million trips per day hits a hardware ceiling that software alone …
NVIDIA's AITune Bets That Most Companies Are Running Their AI Models Wrong
55% of AI infrastructure spend is now inference (up from 33% in 2023) 4 backends AITune evaluates — TensorRT, Torch-TensorRT, TorchAO, Torch Inductor v1 First relea…
CRM's Real Problem Is Not the Software. It's What Gets Entered Into It.
CRM Technology / Sales Intelligence / Mid-Market Software On a Friday evening walk I sat down and read three LinkedIn posts from SugarCRM's leadership. …