MARCH 13, 2026
Hello, Claude? Are You There?
The AI infrastructure shortage isn't chips anymore — it's power, data centers & memory. What happens when demand exceeds supply through 2028?
Market Analysis
FEBRUARY 23, 2026
SpaceX, OpenAI & Anthropic IPOs : A $3 Trillion Stress Test
Three mega-IPOs would require more liquidity than the last decade of IPOs combined
DECEMBER 23, 2025
Scoring 2025's Predictions
Scoring the 2025 technology & venture capital predictions. A review of the IPO market, Google's AI surge, voice interfaces, VC investment levels, & data infrastructure consolidation.
DECEMBER 23, 2025
Scoring 2025's Predictions
Scoring the 2025 technology & venture capital predictions. A review of the IPO market, Google's AI surge, voice interfaces, VC investment levels, & data infrastructure consolidation.
DECEMBER 22, 2025
12 Predictions for 2026
12 predictions for 2026 : AI agents out-earn people, the web flips to agent-first design, stablecoins hit 30% of global payments, & Cloudflare becomes the gatekeeper for agentic payments.
DECEMBER 16, 2025
The Bifurcation in the AI Market
OpenRouter data reveals a market splitting in two : enterprises pay for precision in coding workflows while consumers flock to free alternatives for roleplay. Analysis of pricing power, use cases & retention across AI providers.
AUGUST 1, 2025
The AI-Driven Cloud Market Share Shift
Explore how GPT-4 and AI reshapes cloud market dynamics, as Azure surges to 46.5% share while AWS's dominance wanes. Key data for startup founders & investors.
