The economics of intelligence

AI and the efficient frontier

Weekly 3x3: Global stocks surge. AI spending gets practical. Teens lean on chatbots.

My top reads in markets, tech, an AI research this week.

On specialization and the pursuit of record performance

ASICS on the track and ASICs in the data center

Fast and curious: A 40-year barrier falls in computer science

Tsinghua researchers beat Dijkstra’s legendary shortest path algorithm, opening the door to faster routing everywhere.

The global AI race

Chips, capital, and kilowatts

The great unbundling of data

Open formats, composable platforms, and AI agents.

Fairness in the fast lane

As trading speeds hit new highs, is it possible to keep the playing field level?

Decoding the data lakehouse

Why apache parquet and iceberg matter

Opening the black box

Explaining explainability in AI.