The bear case reduces to one decomposition and one forecast. Fiscal 2026 revenue grew 175% while bit shipments grew in the mid teens. Roughly two thirds of last quarter’s sequential revenue growth…
The frame is taken from standing height, phone held out at chest level, somewhere near the top of Rua Garrett where the street opens into Largo do Chiado. It’s late. The sky has gone properly black,…
Ask two developers in 2026 what platform they use to design an API, and you will get two answers that have almost nothing in common. One of them means the tool where they write the OpenAPI document,…
The AI app builder market is usually ranked as a single leaderboard, which is the wrong shape for it. These tools are not competing for the same job. Sorting them by what they actually produce, and…
Every one of these platforms will take a sentence and hand you a running application. That part is settled, and it works. What separates them is everything that happens afterwards: what the bill looks…
Renewal came around and five names were on the list. All five stayed, and all five are getting sites. The renewal decision and the build decision used to be separate for me. They aren’t anymore. If a…
Renewal season comes around and the invoice arrives with a question attached to every line. Keep paying, or let it go? I go through them one at a time, and most of the time the answer takes about four…
Mohammed bin Salman called Donald Trump twice on Thursday and asked for American strikes on Houthi positions. He was refused. Washington offered intelligence sharing and targeting support, and sent…
Friday’s wire leaned hard toward capital going into physical things. Reactors, cathode plants, industrial printers. The AI announcements were there too, but they had a different shape than they did a…
Mohammed bin Salman called Donald Trump twice on Thursday. The ask, according to people familiar with the calls, was direct: American strikes on Houthi positions as the group closed on the Bab…