The AI Stack & Economics
What AI runs on: infrastructure bets, cost curves, chokepoints, and the physical layer.
Tables, Not Language
SAP bet over 1 billion euros on AI that does not chat. Why tabular foundation models matter for CEOs, and the first move to make.
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Who Owns the Learning Loop?
Nadella named the asset: token capital. Owning it means keeping your data and definitions portable while you rent the model. Here is the three-layer test.
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When AI Capability Tier Becomes a Balance-Sheet Line
Anthropic's Project Deal showed better AI agents capture $3.64 more per transaction. The cohort running the cheaper one never noticed.
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The AI Commerce Shift: When Your Platform Vendor Decides for You
Shopify activated AI storefronts for millions of merchants without asking. Amazon and Google are next. Here is how to audit your own vendor stack.
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Google's TurboQuant: When Software Rewrites the AI Cost Equation
Google showed AI models can run on one-sixth the memory they need. Independent engineers confirmed it. Here is what it means for your AI budget.
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The $700 Billion Foundation Under Your AI Strategy
The four largest cloud providers are investing $700 billion in AI infrastructure in 2026. For every company on the cloud, these numbers set the floor.
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The Physical World Underneath AI
$1.5 trillion in AI capital assumes four physical things keep working: energy, chips, submarine cables, raw materials. Three are under stress now.
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$14 Billion in 60 Days: The Physical AI Signal
$14 billion in robotics and physical AI venture capital in 60 days, matching all of 2025. The biggest raises are not hardware leaders. They are data companies.
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