When we see NVIDIA hitting a new record high alongside reports that global AI data centre investment has reached an all-time high, we’ve…
We read Governor Gavin Newsom’s executive order less as a labour-policy headline and more as an early signal: AI adoption is stepping out of…
We’ve read the May 27, 2026 cycle coverage that leans on a European Parliament report: AI’s long-run economic impact is not predetermined.
When the April U.S. labour reports revealed a net increase of 115,000 jobs, mainstream financial commentators immediately categorised the data…
We are witnessing a fundamental misallocation of capital within the artificial intelligence sector.
In our experience evaluating early-stage enterprise software and advising late-stage capital allocators, a dangerous complacency has settled into corporate boardrooms.
