The most capable AI models now spend their cycles orchestrating other tools. Specialization creates startup opportunity : build the specialists the executives call first.
Three strategic acquisitions in nine months signal the fusion of the modern data stack with AI. Snowflake, ClickHouse, & Datadog are racing to own AI observability.
Gemini 3's release and Nvidia's earnings confirm that AI scaling laws are accelerating. Pre-training gains combined with massive infrastructure buildouts signal a new era of model performance.
AI infrastructure spending hits $500B in 2024, ranking as the sixth-largest investment in US history. Projected to reach $983B by 2030, surpassing the New Deal but falling short of the railroad era's 6% of GDP peak.
Google's AI token processing reaches 1.3 quadrillion monthly tokens in October 2025, but growth decelerates from 250T to 107T per month. What's driving the slowdown?
AI demands unified infrastructure. Learn how Netflix & Stripe rebuilt their stacks with vector databases, context layers & real-time observability to fuse data & AI systems.
