Latest Brief
Morning Brief — Mar 27, 2026
China’s AI hardware push is getting more credible, U.S. courts are pushing back on politicized AI blacklisting, and the next real AI battle is shifting toward deployability, not just scale.
Recent briefs
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Morning Brief — Mar 26, 2026
Washington is moving to hard-code AI red lines just as Big Tech absorbs fresh legal and strategic pressure, with markets opening in a risk-off mood.
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Morning Brief — Mar 12, 2026
AI is starting to look less like a software story and more like a levered infrastructure build-out, with Nvidia, hyperscalers, and frontier labs all deepening the same capital loop.
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Morning Brief — Mar 11, 2026
Frontier AI is becoming a capital-and-distribution business: startups are raising for compute and world models while incumbents race to fold video generation and recommendation AI directly into mainstream products.
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Morning Brief — Mar 10, 2026
OpenAI is pushing agents into enterprise production and federal science workflows just as Nvidia’s latest numbers show the AI buildout is still absorbing industrial-scale capital.
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Morning Brief — Mar 9, 2026
Capital is still flooding into AI compute, but infrastructure reality and workflow control are deciding who actually captures the value.