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The Physical AI Pivot & The Supply Chain Reality Check

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

+7

January Playbook + 6 Bets for 2026

January Playbook + 6 Bets for 2026

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

AI strategy

+6

Christmas Special: The 12 Signals That Shaped AI in 2025

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

+7

The Industrial Stack: When AI Becomes Infrastructure Economics

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

+8

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

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?

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

+9

Europe's Sovereignty Stack: From Concept to Compute

Europe's Sovereignty Stack: From Concept to Compute

Microsoft's $10B Sines bet, Bengio's citation milestone, and why Web Summit revealed Europe's AI inflection point

AI strategy

+4

When Scale Becomes Liability: The Growth-Governance Gap in Enterprise AI

When Scale Becomes Liability: The Growth-Governance Gap in Enterprise AI

As OpenAI locks $250B in Azure compute and lawmakers move to criminalize unsafe AI, the gap between growth and governance widens. Europe’s constraints may soon become its greatest advantage.

AI strategy

+5

Efficiency vs. Capacity: Why AI's Next Moat Isn't More Compute

Efficiency vs. Capacity: Why AI's Next Moat Isn't More Compute

Turning capacity into profit: measuring cost per 1K tokens served.

ROI

+5

From Poisoned Data to Sonic Agents: Building AI Systems You Can Trust

From Poisoned Data to Sonic Agents: Building AI Systems You Can Trust

Security, alignment, and infrastructure converge into one operational question—how to build responsibly while you scale.

AI strategy

+6

Bubbles Build the Future: Bezos’ Optimism + This Week’s Agent Stack Shifts

Bubbles Build the Future: Bezos’ Optimism + This Week’s Agent Stack Shifts

Speculation funds infrastructure. Your job is to turn that runway into policy, telemetry, and compounding advantage.

AI strategy

+5

Teens, Tools, and the Next Decade: What OpenAI & Anthropic’s new data mean for work, schools, and our kids

Teens, Tools, and the Next Decade: What OpenAI & Anthropic’s new data mean for work, schools, and our kids

AI adoption is changing how kids learn, work, and make decisions—with safety and judgment the new frontiers.

AI strategy

+4

OpenAI × Microsoft: the reset that ends lock-in and open multi-model strategies

OpenAI × Microsoft: the reset that ends lock-in and open multi-model strategies

What changed, why it matters, and the 3 moves to make before Q2.

AI strategy

+5

Chips, Watts, and Diplomacy: AI’s new power struggle

Chips, Watts, and Diplomacy: AI’s new power struggle

Inside Microsoft’s Full-Stack AI

AI Platforms

+2

Microsoft's Phi-4-mini-flash-reasoning Shrinks AI to Phone Scale Without Breaking It

Microsoft's Phi-4-mini-flash-reasoning Shrinks AI to Phone Scale Without Breaking It

Small models finally deliver on the edge computing promise—but governance frameworks are racing to catch up

AI strategy

+6

AI Agents Are Reshaping Enterprise: Your Complete 2025 Playbook

AI Agents Are Reshaping Enterprise: Your Complete 2025 Playbook

The shift from reactive AI to proactive intelligence is here

AI strategy

+5

Azure AI Foundry vs AWS Bedrock: Which Enterprise AI Platform is Right for Your Business?

Azure AI Foundry vs AWS Bedrock: Which Enterprise AI Platform is Right for Your Business?

Compare Azure AI Foundry and AWS Bedrock for enterprise AI development. Analysis of features, pricing, security, and which AI platform works best for your organization.

Generative AI

+5

Azure AI Foundry: The AI App & Agent Factory Deep Dive

Azure AI Foundry: The AI App & Agent Factory Deep Dive

Inside Microsoft’s Full-Stack AI

Generative AI

+4

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