AI companies are finding they can no longer sustain footing the bill of their heavily vibe coding customers.
AI Companies Are Trying to Hide a Staggering Amount of Debt
AI companies are pouring tens of billions of dollars into enormous data centers. They're being built on top of a mountain of hidden debt.
AI's Trillion-Dollar Opportunity: Sequoia AI Ascent 2025 Keynote
Impressions from visiting OpenAI, Anthropic, & Cursor
A peek into where software engineering is headed from inside the sector’s leading AI labs. Agents running in the cloud are a major trend, while coding harnesses are spreading beyond the craft
Companies Are Throttling Employees’ AI Use Because It’s Too Expensive
Sources and leaks from Amazon, Adobe, Atlassian, Citi, and more show what is really happening with AI right now: companies are trying to rein in AI use as costs spiral out of control.
Cloudflare Workers AI | Open-source AI inference
Workers AI facilitates the scalable development & deployment of AI applications at the edge.
Google Cloud Next 2026: The End Of The AI Pilot Era
Google Cloud Next 2026 opened with Thomas Kurian declaring the end of the AI pilot era and Sundar Pichai comparing the enterprise refrain of last year (“Can we build an agent?”) to today’s: “How do we manage thousands of them?” Google Cloud Next ’26 answers the second question with a single product story: Gemini Enterprise […]
AI Is A Money Trap
In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on the idea that
AI Data Centers: Big Tech's Impact on Electric Bills, Water, and More via @ConsumerReports
Massive data centers are gobbling up resources across the United States. The boom has just begun—and you may be paying for it.
Spending on AI Is at Epic Levels. Will It Ever Pay Off?
Tech companies are pouring hundreds of billions into data centers, taking on heavy debt, but current revenue is relatively tiny. Critics warn of a new dot-com bubble.
The State of AI in the Cloud 2025 | Wiz
As DeepSeek adoption surges, security and governance challenges persist.
OpenAI targets workplace professionals as enterprise AI demand surges
‘These leaders recognize AI as the most consequential shift of their lifetime, and they’re asking us how to reinvent their companies around it’
AI is Creating Peak Software, Media is the Best Analogy
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
Companies That Replaced Humans With AI Are Realizing Their Mistake
As AI agents have yet to pay for themselves, more and more executives are waking up to the sloppy reality of AI hype.
Together AI | The AI Native Cloud
Build what's next on the AI Native Cloud. Full-stack AI platform for inference, fine-tuning, and GPU clusters — powered by cutting-edge research.
Driving the UK’s next chapter: From AI potential to agentic reality | Google Cloud Blog
Organizations like HSBC, Ineffable Intelligence, Starling, Vodafone, and the UK and local governments are showcasing their transformation with Google Cloud at the London Summit.
