One essay a day on the most consequential thread in AI — analysis with a point of view, built from everything we read.
Sunday, 19 July 2026
Databricks just hit a $188B valuation in five months after its last raise. What does relentless enterprise investment in AI infrastructure actually signal?
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Sunday, 19 July 2026
Sakana AI raised $200M, won a coding contest, signed a defense contract, and partnered with Google—all in days. Here's what that trajectory means for AI strategy.
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