Data Center Blues
October 2026
Hyperscalers are borrowing like never before, towns are saying no, and Anthropic's prospectus shows $518b in commitments with a short leash as the AI build-out is running into the limits of the physical world.
Soundings
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AI Meets ESG
July 2026
Corporate governance in the AI era: MSCI's CCC rating on SpaceX's IPO raises questions about voting power, oversight, and shareholder rights.
The Battle for Search Supremacy
July 2026
LLMs are the new search engines. A look at first-mover advantage, moats, and who might not survive the fight.
MANGOS
June 2026
Meta, Anthropic, Nvidia, Google, OpenAI, SpaceX: markets coin a new acronym for AI's dominant players — and wonder if it can last.
Canaries
April 2026
A sneaker company rebrands as an AI infrastructure play and its stock soars 600%. What that says about this market.