All Insights

Deep dives into enterprise infrastructure, AI, and the technology decisions that matter.

Security

The New Cybersecurity Bottleneck Is No Longer Finding Bugs

AI has made vulnerability discovery cheap and fast. Anthropic's own disclosure data shows where the work now piles up: validation, patching, deployment and verification. An infrastructure view of what has to change.

AI

Two Ways to Win an AI Race: Own the Model, or Spread It

The US optimizes for owning its best frontier models. Several Chinese labs release near-frontier weights instead. Two different bets about turning AI capability into power, and it is not yet clear which one wins.

AI

The White House Renamed AI. Your Keyword Filters Just Broke.

A September 29 executive order replaces "artificial intelligence" with "Super Intelligence" across federal communications. It changes no law and no budget, but it quietly breaks every system that finds AI policy by searching for the word "AI."

AI

Anthropic's S-1: The Real Cost of Building Frontier AI

Anthropic's IPO prospectus reveals numbers most AI companies would rather keep private. $1.60 in compute for every dollar of revenue. $518 billion in infrastructure commitments. Here is what the S-1 actually says about the economics of frontier AI.

AI

Beyond GPUs: How Broadcom Custom Silicon Is Reshaping AI Infrastructure

Broadcom is building the custom silicon backbone behind Google, Meta, OpenAI, Apple, Anthropic, ByteDance, and Fujitsu. Here is how XPUs work, why they are increasingly attractive for large-scale inference, and what NVIDIA's NVLink Fusion response means for the future of AI compute.

AI

How to Run a 35B AI Model Locally on a Mac with Edge0

A practical walkthrough of running a 35-billion parameter AI model locally on a Mac. Starting from Ollama and a 7B model, this guide covers the jump to Edge0 and QwQ-32B, with real performance numbers and lessons from building a file-organizing agent.