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Sep 1, 2026
  • OpenAI’s Cursor Contract Wind-Down Puts Developer AI Supply Chains in Focus
  • AWS and NVIDIA’s Two-Million-GPU Plan Is a Capacity Promise, Not Capacity Today
  • Gemini 3.5 Transcribe Moves Speech-to-Text From Capture to Workflow
  • Google and Delaware Turn AI Literacy Into a Public Workforce Service
  • IBM Turns the US Open Into a Test of Agentic Sports Interfaces
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OpenAI’s Cursor Contract Wind-Down Puts Developer AI Supply Chains in Focus

David McMahon August 31, 2026August 31, 2026

AWS and NVIDIA’s Two-Million-GPU Plan Is a Capacity Promise, Not Capacity Today

David McMahon August 28, 2026August 28, 2026

Gemini 3.5 Transcribe Moves Speech-to-Text From Capture to Workflow

David McMahon August 27, 2026August 27, 2026

Google and Delaware Turn AI Literacy Into a Public Workforce Service

David McMahon August 27, 2026August 27, 2026

IBM Turns the US Open Into a Test of Agentic Sports Interfaces

David McMahon August 25, 2026August 25, 2026

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OpenAI’s Cursor Contract Wind-Down Puts Developer AI Supply Chains in Focus

OpenAI says it intends to wind down the contract under which its models are made…

David McMahon August 31, 2026August 31, 2026
News

AWS and NVIDIA’s Two-Million-GPU Plan Is a Capacity Promise, Not Capacity Today

AWS and NVIDIA have announced plans to deploy 2 million additional NVIDIA GPUs across AWS’s…

David McMahon August 28, 2026August 28, 2026
News

Gemini 3.5 Transcribe Moves Speech-to-Text From Capture to Workflow

Google has introduced Gemini 3.5 Transcribe, a speech-to-text model positioned less as a basic dictation…

David McMahon August 27, 2026August 27, 2026

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News

OpenAI’s Cursor Contract Wind-Down Puts Developer AI Supply Chains in Focus

David McMahon August 31, 2026August 31, 2026
News

AWS and NVIDIA’s Two-Million-GPU Plan Is a Capacity Promise, Not Capacity Today

David McMahon August 28, 2026August 28, 2026
The Algorithmic Lover: How AI Sells the Illusion of Connection Without the Risk
Lifestyle

The Algorithmic Lover: How AI Sells the Illusion of Connection Without the Risk

David McMahonMarch 12, 2026March 12, 2026

We are outsourcing the messy, inconvenient parts of human intimacy to a machine that offers perfect validation, and in the…

The Moral Operating System: Why We Can’t Program AI to Be Good
Ethics

The Moral Operating System: Why We Can’t Program AI to Be Good

Ralph SunMarch 12, 2026March 12, 2026

We are trying to install an ethical framework onto a machine that has no concept of consequence, yet the greatest…

The Algorithm Is the Ideology: How AI Is Dissolving Political Reality
Politics

The Algorithm Is the Ideology: How AI Is Dissolving Political Reality

Ralph SunMarch 12, 2026March 12, 2026

We thought AI would be a tool for political analysis. Instead, it has become a weapon of mass persuasion, creating…

From Logic Mills to Electric Gods: The Broken Promises and Brutal Winters of AI’s History
History

From Logic Mills to Electric Gods: The Broken Promises and Brutal Winters of AI’s History

Silvia PavelliMarch 12, 2026March 12, 2026

The road to our current AI gold rush is littered with the ghosts of failed predictions, forgotten pioneers, and the…

Boring Is the New Growth
Finance

Boring Is the New Growth

Ralph SunMarch 12, 2026March 12, 2026

Cash Flow, Pricing Power, and the Quiet Return of the Nifty Fifty. Markets have spent the past decade rewarding spectacle.…

The Silicon Mirror: What AI Reveals About the Human Mind
Philosophy

The Silicon Mirror: What AI Reveals About the Human Mind

Ralph SunMarch 12, 2026

In our rush to build an artificial god, we have inadvertently created the most revealing mirror of ourselves, reflecting not…

Puffer Finance and Anchorage Digital Partner to Offer Institutional Access to Liquid Restaking
News

Puffer Finance and Anchorage Digital Partner to Offer Institutional Access to Liquid Restaking

Silvia PavelliMarch 12, 2026March 12, 2026

The collaboration will allow institutional clients of Anchorage Digital to gain exposure to Ethereum staking and restaking yields through Puffer’s…

RWA Tokenization Moves Slowly Into Institutional Territory, Report Finds
News

RWA Tokenization Moves Slowly Into Institutional Territory, Report Finds

Silvia PavelliMarch 12, 2026March 12, 2026

On-Chain Assets Find Firmer Ground as Global Regulators Clarify the Path Forward The tokenization of real-world assets (RWA) is rapidly…

The most dangerous risk is the one everyone is managing
Finance

The most dangerous risk is the one everyone is managing

Ralph SunMarch 12, 2026March 12, 2026

Modern markets like to believe they are safer than the past Value-at-risk models. Stop losses. Circuit breakers. Stress tests. Scenario…

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…

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