The shift from AI that answers to AI that does the work

Chat was the first act. The next one is software that plans a task, carries it out and checks the result. Here is what that changes for the people who use it.

Why every big AI company now wants its own chip

Here is what happened, and why it matters. People who work in the field say the direction is clear, even if the timing is not. For buyers, the practical question is simple: what does this cost, and what does it replace? What to watch How fast others follow. What it does to prices. Who gains […]

Reusable rockets cut the cost of launch. What gets cheaper next?

Here is what happened, and why it matters. The numbers are still small next to the size of the whole industry, but they are growing fast. The next few months will show whether this holds up outside of test conditions. What to watch How fast others follow. What it does to prices. Who gains and […]

How to read an earnings call in ten minutes

Here is what happened, and why it matters. Not everyone agrees. Some point out that early results often look better than what comes later. Smaller companies are watching closely, because the same shift could reach them within a year. What to watch How fast others follow. What it does to prices. Who gains and who […]

The slow end of per-seat pricing, explained

Software makers are moving to pay-for-what-you-use. Buyers should read the fine print.

Warehouse robots are learning to handle the messy jobs

Picking odd shapes was the last hard problem. It is getting easier, one grip at a time.

Quantum computing: what works today and what is still a lab demo

A clear line between real use cases and research that is years away.

What interest rates do to tech valuations, in plain words

Why the same company can be worth less when rates go up, even if nothing else changed.

Your next phone is an AI device. Here is what that means

More of the work now happens on the phone itself. That changes speed, privacy and battery.

Seed, Series A, Series B: what each round really means

A plain guide to how young companies raise money, and what they give up for it.