Long-form columns: one judgment taken to the bottom, with falsification conditions.
6 pieces
Core judgment: An AI lab cannot be the TSMC of AI. TSMC won an entire industry's trust wit…
The call: Databricks CEO Ali Ghodsi's prophecy — LLMs are a commodity; the labs' endgame i…
Core judgment: In the second half of 2025, four heavyweights — investor Brad Gerstner, ent…
Core judgment: "Do chip controls work" is an obsolete question in 2026. Keep three ledgers…
The core judgment. That Anthropic's token business has flipped from losing money to making…
Three years ago BCG ran that 758-person experiment; this March it landed in a top manageme…
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