Latest
26
Jan
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.
4 min read
09
Nov
Weekly 3x3: Labour market jitters. Altman on spending commits. AI benchmarks under scrutiny.
A volatile week across markets and AI. Tech valuations wobble, central banks stay cautious, Big Tech defends trillion-dollar AI bets, and new research questions how we measure progress. Signals are getting noisier — not clearer.
3 min read
08
Nov
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,
7 min read
31
Oct
Weekly 3x3: Global stocks surge. AI spending gets practical. Teens lean on chatbots.
Markets rally on US–China trade optimism as stocks hit new highs, but risks linger beneath the surface. AI spending shifts from hype to ROI, while new research flags both accelerating scientific automation and growing concerns over concentration, stability, and control.
2 min read
20
Sep
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
4 min read
17
Aug
Fast and curious: Tsinghua researchers beat Dijkstra’s legendary shortest path algorithm, opening the door to faster routing everywhere
This week, a team led by Dan Qiao from Tsinghua University achieved something that seemed impossible: they broke through a
2 min read
09
Jun
The global AI race: Chips, capital, and kilowatts
The AI arms race is shaping up like a three-way tug-of-war — and it’s not yet clear who’s going
3 min read
23
May
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
2 min read
07
May
Fairness in the fast lane: As trading speeds hit new highs, is it possible to keep the playing field level?
In financial markets, fairness is easy to believe in but hard to define — especially when you're dealing with
3 min read
26
Apr
Decoding the data lakehouse: Why apache parquet and iceberg matter
The data lakehouse is no longer an experiment. It’s fast becoming the blueprint for enterprise data architecture. At the
2 min read