AI Models

When Governance Becomes the Product

The Pentagon is threatening to blacklist the only AI company that won't remove its safeguards. That tells you everything about where the market is heading.

AI strategy

Where Did the ROI Go?Only 1 in 50 AI investments delivers what the business case promised

Davos 2026 exposed the contradiction at the heart of European AI strategy: world-first regulation without the compute to back it. Plus: Apollo bets $3.5B on xAI, Microsoft sales teams cut AI forecasts, and why 54% of enterprise AI projects stall on infrastructure.

AI strategy

From Ethics to Enforcement: How 2026 Became the Year AI Governance Got Real

Finland activates EU AI Act enforcement, Grok scandal exposes guardrail failures, and $600B in hyperscaler capex raises the stakes. Plus: Claude enters healthcare, bunq's AI handles 75% of support, and how "Nano Banana" got its name.

AI strategy

The Physical AI Pivot & The Supply Chain Reality Check

Consolidation up top, constraints underneath: the week the AI stack started looking like industry.

AI Models

January Playbook + 6 Bets for 2026

Less model drama. More operating reality—agents, evals, sovereignty, cost, and the new security perimeter.

AI strategy

Christmas Special: The 12 Signals That Shaped AI in 2025

Less model drama. More operating reality—agents, evals, sovereignty, cost, and the new security perimeter.

AI strategy

The Industrial Stack: When AI Becomes Infrastructure Economics

AI is no longer "just models." It's becoming an industrial stack: capital + compute supply chains + product economics + enterprise integrators + regulation as geopolitics. If your AI strategy still treats models as standalone products, you're planning for 2023.

AI strategy

AI Governance Is Splintering: EU AI Act Delays, OpenAI ‘Code Red’, and AWS’s Nova Forge Gambit

Fragmented governance, frontier agents, and full-stack AI platforms colliding in one week

AI strategy

+10

The Agent Control Plane: Who Governs Your Robot Workforce?

Microsoft Ignite 2025 marks the end of the AI chat era. The agent era begins with a question enterprises aren't ready to answer: who's managing your autonomous AI workforce?

AI strategy

Infrastructure Shockwaves: When the Stack Cracks

When sovereign clouds launch, telco breaches explode, and a single edge network can stall half the internet, you get a preview of Europe’s next decade of infrastructure risk and opportunity.

Cloudflare Outage

AI Models

When Governance Becomes the Product

Where Did the ROI Go?Only 1 in 50 AI investments delivers what the business case promised

From Ethics to Enforcement: How 2026 Became the Year AI Governance Got Real

The Physical AI Pivot & The Supply Chain Reality Check

January Playbook + 6 Bets for 2026

Christmas Special: The 12 Signals That Shaped AI in 2025

The Industrial Stack: When AI Becomes Infrastructure Economics

AI Governance Is Splintering: EU AI Act Delays, OpenAI ‘Code Red’, and AWS’s Nova Forge Gambit

The Agent Control Plane: Who Governs Your Robot Workforce?

Infrastructure Shockwaves: When the Stack Cracks

STAY CONNECTED