Sep 25, 2025 · 4 min read · Members
From GPU King to System Architect: Why Nvidia Needs Intel
When Nvidia announced it would spend $5 billion on Intel stock, the market reacted like it was just another mega-cap financial play. Intel’s shares surged
Ideas. Implications. A clearer view.Latest dispatches
The latest
Sep 25, 2025 · 6 min read
🛎️ Medicare Adopts AI Denials
Plus: Meta’s AI Dating, AI Maps 660M Polluters
Sep 25, 2025 · 4 min read · Members
ChatGPT Owns the Crowd, Claude Owns the Workflow
The AI race doesn’t always reveal itself in model weights or benchmark scores. Sometimes it’s in the quiet disclosures, the usage reports that show
Sep 24, 2025 · 4 min read · Members
Half a Trillion in Silicon: Lisa Su’s AI Vision
When AMD CEO Lisa Su walked on stage at the Axios AI+ Summit, she didn’t talk about the next model drop or the latest benchmark
Sep 24, 2025 · 6 min read
🛎️ Aice Cream
Plus: Gaming Coach, Forecasting Becomes Profit Engine
Sep 23, 2025 · 4 min read · Members
Notion Just Launched Agents That Actually Do the Work, But Within Walls
For a decade, Notion has been the darling of SaaS productivity. It reinvented the wiki into something malleable: a living archive where teams could document, structure,
Sep 23, 2025 · 6 min read
🛎️ End of Vending
Plus: Bank Bans Hugging Face, Rules Without Rulers
Sep 23, 2025 · 4 min read
Fiverr’s AI Pivot: When the Middleman Automates Itself
The gig economy was built on a simple promise. A client needed work done, a freelancer could do it, and platforms like Fiverr would connect the
Sep 22, 2025 · 6 min read
🛎️ AI-Generated Life
Plus: OpenAI’s Phantom, Hollywood is Dead
Sep 22, 2025 · 4 min read · Members
Meta’s Trojan Horse: Why Ray-Ban Display Aims Beyond iPhone
At first glance, it looks like a pair of Ray-Ban Wayfarers. The same silhouette that has sat on noses since James Dean. But this version costs
A little less noise
A more considered view of AI.
Make space for the ideas that deserve your attention.