Author: David McMahon

One of the most important AI stories of the week is not about a new assistant, a larger model, or…

For a while, the dominant story about artificial intelligence was intellectual. Which lab had the best model, which cloud platform…

The AI boom has been discussed as a contest over models, then as a contest over chips, and then as…

For most of the last two years, the AI investment story has been told in the language of models, chips,…

For most of the modern market cycle, geopolitical stress and higher oil would be enough to put technology leadership on…

For most of the generative-AI boom, investors behaved as though the decisive variable was model quality. Better models would attract…

The center of gravity in artificial intelligence still appears, at first glance, to be American. The largest hyperscalers are American.…

The AI market has spent two years behaving as if the decisive battle would be fought at the model layer.…

The first corporate phase of generative AI was defined by experimentation. Enterprises bought copilots, tested chat interfaces, and tried to…

For most of the generative-AI cycle, investors and enterprise buyers were encouraged to see the market as a contest between…

For two years, the AI industry has been narrated as a contest over models, chips, and hyperscale capital spending. That…