Category: Deep Dives
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Supabase, Lovable, and the Vibe Coding Infrastructure Stack
AI-generated software has moved from party trick to balance-sheet item. Supabase’s leap to a reported $5 billion valuation and Lovable’s…
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Nordic AI Startups: Hyper-Speed Revenue in Generative SaaS
Nordic AI startups are beginning to post the kind of revenue numbers once assumed to be the exclusive domain of…
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Autonomous AI Cyber Operations: Agentic Attackers vs Defenders
Autonomous AI cyber operations are no longer just writing malware and phishing lures. In the GTG‑1002 campaign, Anthropic says a…
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Nvidia GPU Smuggling Indictment: How DOJ Targets AI Export Violations
Federal prosecutors say a handful of people turned top-end Nvidia GPUs into contraband, hiding supercomputers bound for China behind shell…
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AI Hyperscalers and Power Markets: Who Wins, Who Pays
Meta’s bid to trade electricity and Google’s push to digitize nuclear plants signal the same vector: AI hyperscalers are becoming…
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Starship Test Failures: When Experimental Rockets Become Infrastructure
SpaceX just lost an upgraded Starship ship in an explosion and heavily damaged its newest Super Heavy booster in separate…
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Gainsight breach: SaaS supply‑chain risk exposed
Attackers did not break directly into Google or Salesforce. Instead, they walked in through a widely used customer success platform,…
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AI Cloud Economics: Why GPU Efficiency Now Beats Raw Scale
AI cloud economics are shifting as infrastructure spending explodes but GPU profits lag. Fresh reporting on Oracle’s AI cloud business…
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From Language Models to Matter Engines: ALCHEMI and Evo
Generative AI is starting to design the physical world, not just describe it. NVIDIA’s new ALCHEMI platform for chemistry and…