software-strategy
The Real Bottleneck Is Never the Thing You Think It Is
Alphabet is studying the possibility of putting data centers in orbit. That sentence sounds like a pitch meeting for a science fiction film. It is not. It is a real estate problem wearing a spacesuit, and it is the clearest evidence yet of the argument worth making about this entire buildout: the constraint on artificial…
The Modular Bet
The $800 billion number lands like a verdict. Amazon and Microsoft are spending at a pace that makes Wall Street’s models look like they were written for a different era, and the anxiety attached to that number is not manufactured. The question underneath it is simple and genuinely hard to answer: what does the return…
The Day the Agents Started Working in Shifts
A week ago an agent was something you summoned. You typed, it answered, you moved on. By the end of today, depending on which corner of the internet you were reading, an agent was something that bought your groceries, traded your portfolio, settled invoices in stablecoins between two banks that have never spoken to each…
Everyone Is Quietly Building Their Own Escape Route
Microsoft is building its own coding models. Not licensing them. Building them. The Information’s reporting that Microsoft is launching an AI offensive with its own coding models made it sound like a campaign, but what it actually is, is a renovation. The company is pulling out the load-bearing wall that used to be OpenAI and…
The Substrate Always Wins
Broadcom announced something today called Tanzu Platform Agent Foundations. The name reads like an apology, three nouns stacked to soften the ambition, but the bet underneath it is direct. AI agents, the company is saying, will not live in the cloud as floating intelligence. They will run on something, and that something will look a…
The Agents Are Getting Wallets
Three companies, $GOOGL, OpenAI, and Circle, announced this week that they are building shared infrastructure for agentic payments. At almost the same moment, market analysts started warning that SpaceX and OpenAI going public could signal a top. Most people read those as two separate stories. They are the same one, and reading them together changes…