infrastructure
The Ownership Question Nobody Is Asking Out Loud
A ransomware crew this week claimed a breach at Foxconn, the contract manufacturer behind Apple, Google, and Nvidia hardware. The scope is still unclear, and the disclosure is the kind of thing that gets buried under a louder news cycle. It shouldn’t be. Sit with it for a moment, because it answers a question the…
The Race Isn’t for the Model. It’s for the Floor.
Google is accelerating its push to put Gemini at the center of Android before Apple ships its AI reboot, and the coverage treats it as a sprint: who launches first, whose model is more capable, whose demo lands cleaner. That framing misses what the race is actually about. By the time you are choosing between…
The Toll Booth Beneath Every Agent
The Solana Foundation said this week that it is teaming up with Google Cloud on stablecoin payments for AI agents, and most of the coverage filed it under crypto news. That category undersells what was actually announced. The move treats agents as economic actors that will need to pay each other, for compute, for data,…