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May 6, 2026
  • ServiceNow’s autonomous-work thesis is a bid to own AI execution, not just assistance
  • America’s AI chokepoint is shifting to model evaluation
  • Anthropic’s services turn shows the new AI bottleneck is deployment capacity
  • IBM’s AI operating-model push shows the next enterprise divide is about control, not copilots
  • OpenAI’s AWS turn makes frontier AI a distribution battle, not a single-cloud story
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ServiceNow’s autonomous-work thesis is a bid to own AI execution, not just assistance

Silvia Pavelli May 6, 2026May 6, 2026

America’s AI chokepoint is shifting to model evaluation

Silvia Pavelli May 6, 2026

Anthropic’s services turn shows the new AI bottleneck is deployment capacity

Cenk Hasan Ozdemir May 5, 2026May 5, 2026

IBM’s AI operating-model push shows the next enterprise divide is about control, not copilots

David McMahon May 5, 2026May 5, 2026

OpenAI’s AWS turn makes frontier AI a distribution battle, not a single-cloud story

David McMahon May 4, 2026May 4, 2026

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ServiceNow’s autonomous-work thesis is a bid to own AI execution, not just assistance

The first phase of enterprise AI was defined by helpfulness. Vendors promised copilots that could…

Silvia Pavelli May 6, 2026May 6, 2026
News

America’s AI chokepoint is shifting to model evaluation

For most of the past three years, the politics of artificial intelligence have revolved around…

Silvia Pavelli May 6, 2026
News

Anthropic’s services turn shows the new AI bottleneck is deployment capacity

For most of the generative-AI boom, the industry’s governing assumption was simple: the companies that…

Cenk Hasan Ozdemir May 5, 2026May 5, 2026

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News

ServiceNow’s autonomous-work thesis is a bid to own AI execution, not just assistance

Silvia Pavelli May 6, 2026May 6, 2026
News

America’s AI chokepoint is shifting to model evaluation

Silvia Pavelli May 6, 2026
Fund Allocation for 2026: Built for a Late-Cycle Market
Finance

Fund Allocation for 2026: Built for a Late-Cycle Market

Ralph SunMarch 12, 2026March 12, 2026

A Late-Cycle Portfolio for a World Where Liquidity Matters More Than Stories Core thesis of Oracle Capital: Anti-thematic, durability, pricing…

The Pitch Deck Is Dead. AI Already Knows Which Founders Are Building and Which Are Performing
Commentary

The Pitch Deck Is Dead. AI Already Knows Which Founders Are Building and Which Are Performing

Romeo KuokMarch 11, 2026March 12, 2026

Venture capital’s most sacred ritual is a waste of time. AI is already looking past the performance and directly at…

We Were Promised an AI Revolution. We Got Layoffs, Debt, and Broken Promises.
Opinion

We Were Promised an AI Revolution. We Got Layoffs, Debt, and Broken Promises.

Ralph SunMarch 10, 2026March 12, 2026

The artificial intelligence gold rush is on. But for most, the reality is a landscape littered with financial black holes,…

AI Won’t Replace Your Job, But It Will Make Your Boss Think It Can
Opinion

AI Won’t Replace Your Job, But It Will Make Your Boss Think It Can

Ralph SunMarch 10, 2026March 12, 2026

The greatest threat from artificial intelligence isn’t the technology itself, but the misguided belief in its current capabilities by those…

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