Research and reporting on tech, AI, early-stage investing and the startup ecosystem.
101 articles
For years, the AI race has been defined by one question: who has the smartest model? But as open source models like Zhipu's GLM 5.2 approach frontier performance at a fraction of the cost, the metric that matters is shifting from raw intelligence to intelligence per dollar. The next stage of AI comp
AI architecture is fundamentally shifting from monolithic, hard-coded agents to modular, skill-based control planes that intelligently orchestrate specialized capabilities. Using InferX and the Model Context Protocol (MCP) as a case study, this new paradigm enables dynamic provider abstraction, plug
AI adoption is no longer limited by model intelligence alone. As agents become more capable, the next bottleneck is connectivity, creating demand for shared protocols like MCP that allow AI systems to interact seamlessly with tools, data, and workflows. Just as HTTP and TCP/IP helped transform the i
What matters is the agent harness, the terminal that unlocks value of the underlying model. As businesses, and individuals continue to increase compute consumption, the harness becomes of the highest value ways to create higher quality tokens instead of fud.
Spend enough time in tech and it's easy to believe everyone is using AI. The reality is more nuanced. While some industries have embraced it as a daily necessity, many others are only just beginning their journey.
Google’s new $99 Fitbit Air is a reminder that the wearables market was never just about hardware, it was about scale. As Apple and Google push deeper into AI coaching, medical records, and preventive health, subscription-based wearable startups suddenly face a much harder question: what exactly are
Canada’s Canada Strong Fund isn’t a traditional sovereign wealth fund built on surplus capital; it’s a hybrid model seeded with public debt. It aims to attract private and retail investment by lowering risk in sectors like energy and infrastructure. The key question is whether it can generate consis
SpaceX has secured a structured option to acquire the AI coding platform Cursor for $60 billion, ensuring a massive $10 billion payout even if the deal falls through. This move integrates Cursor’s elite engineering interface with xAI’s Colossus supercluster, providing the compute power necessary to
Allbirds’ transformation into “NewBird AI” is less a traditional corporate pivot and more a redefinition of what the underlying public asset represents, shifting from footwear brand to speculative AI infrastructure exposure. The market response, driven heavily by retail flows, reflects appetite for
The current venture capital resurgence is not a broad market recovery, but a narrow concentration of capital into a small group of "inevitable" companies that control scarce resources like compute and infrastructure. While mega-rounds are returning, the middle market remains constrained as investors
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