The core bet is a change in where value accrues. For fifteen years, the economics of the internet rewarded intermediaries that owned distribution and identity — the app stores, the ad networks, the algorithmic feeds. A creator or small...
The big five #hyperscalers have guided analysts toward something in the range of $700 billion in capital expenditure for 2026, roughly 2% of US GDP and more than the combined military budgets of Germany, France, the UK, Japan, Italy and...
For most of the last decade, datacenter investment was a quietly growing line item — important, but unglamorous. That era is over. We are now in the middle of what analysts are calling a datacenter supercycle, a sustained, decade-long...
Oil and coal are gasping their last foul, carbon-choked breaths. These dinosaur fuels — and how fitting that they literally come from dinosaurs — are being dragged kicking and screaming into the dustbin of history, propped up only by the...
