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Weekly 3x3: Hyperscalers bet $600B on AI. MCP becomes infrastructure. Context engineering replaces prompt engineering.

Weekly 3x3: Hyperscalers bet $600B on AI. MCP becomes infrastructure. Context engineering replaces prompt engineering.

Trillion-dollar infrastructure bets are under pressure as firms learn that scaling spend doesn’t scale performance without better ways to manage what models actually see.

Weekly 3x3: Labour market jitters. Altman on spending commits. AI benchmarks under scrutiny.

Weekly 3x3: Labour market jitters. Altman on spending commits. AI benchmarks under scrutiny.

The economics of intelligence: AI and the efficient frontier

The economics of intelligence: AI and the efficient frontier

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

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

ASICS on the track and ASICs in the data center: Specialization and the pursuit of record performance

ASICS on the track and ASICs in the data center: Specialization and the pursuit of record performance

Fast and curious: Tsinghua researchers beat Dijkstra’s legendary shortest path algorithm, opening the door to faster routing everywhere

Fast and curious: 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 global AI race: Chips, capital, and kilowatts

Weekly 3x3

Weekly 3x3: Hyperscalers bet $600B on AI. MCP becomes infrastructure. Context engineering replaces prompt engineering.

Weekly 3x3: Hyperscalers bet $600B on AI. MCP becomes infrastructure. Context engineering replaces prompt engineering.

Trillion-dollar infrastructure bets are under pressure as firms learn that scaling spend doesn’t scale performance without better ways to manage what models actually see.

Weekly 3x3: Labour market jitters. Altman on spending commits. AI benchmarks under scrutiny.

Weekly 3x3: Labour market jitters. Altman on spending commits. AI benchmarks under scrutiny.

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

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

Weekly 3x3: CME to launch Solana futures. Texas needs reactors. ChatGPT beats DeepSeek on stock predictions.

Weekly 3x3: CME to launch Solana futures. Texas needs reactors. ChatGPT beats DeepSeek on stock predictions.

Weekly 3x3: Chips act is dead. Vance on AI opportunity. Hardware-aligned models.

Weekly 3x3: Chips act is dead. Vance on AI opportunity. Hardware-aligned models.

AI

The economics of intelligence: AI and the efficient frontier

The economics of intelligence: AI and the efficient frontier

The contemporary narrative around AI is dominated by exponential capabilities: the emergence of reasoning, the human-level performance on standardized tests, the spectacular hallucinations. This focus on performance has obscured a far more fundamental and immediate constraint: the economics of production. We have industrialized a new class of cognitive labor, transforming

The global AI race: Chips, capital, and kilowatts

The global AI race: Chips, capital, and kilowatts

Opening the black box: Explaining explainability in AI

Opening the black box: Explaining explainability in AI

LLMs get their dance on: Bytedance open-sources Kubernetes-based LLM inferencing platform

LLMs get their dance on: Bytedance open-sources Kubernetes-based LLM inferencing platform

The great AI knowledge transfer: Apple researchers quantify optimal conditions for teacher-student model distillation

The great AI knowledge transfer: Apple researchers quantify optimal conditions for teacher-student model distillation

AI memory reboot: Titans are the new transformers

AI memory reboot: Titans are the new transformers

Back to the future in time series forecasting: Sundial points to a new dawn of foundation models

Back to the future in time series forecasting: Sundial points to a new dawn of foundation models

Data

The great unbundling of data: Open formats and composable platforms

The great unbundling of data: Open formats and composable platforms

The data warehouse is no longer the centre of gravity. It’s just one node in a growing constellation. Modern data strategies aren’t about centralising everything in one place. They’re about composability—the ability to mix and match components, adapt to change, and build around the edges. At

Decoding the data lakehouse: Why apache parquet and iceberg matter

Decoding the data lakehouse: Why apache parquet and iceberg matter

Infrastructure

ASICS on the track and ASICs in the data center: Specialization and the pursuit of record performance

ASICS on the track and ASICs in the data center: Specialization and the pursuit of record performance

I was in Tokyo this week for the STAC Summit. By coincidence, the World Athletics Championships were happening at the same time. One evening I was at the Japan National Stadium watching sprinters and distance runners push human limits. The next morning I was at our Summit, where firms shared

Fairness in the fast lane: As trading speeds hit new highs, is it possible to keep the playing field level?

Fairness in the fast lane: As trading speeds hit new highs, is it possible to keep the playing field level?

From telegrams to terabits: Ireland is a subsea cable hotspot

From telegrams to terabits: Ireland is a subsea cable hotspot

The story of the transatlantic cable: How a tiny Irish island changed global communications forever

The story of the transatlantic cable: How a tiny Irish island changed global communications forever

Crypto

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Reserves and stockpiles: US cultivating crypto confidence

Quantum

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Quantum quests: Marching towards quantum, qubit by qubit