Latest Insights on CD

How could Palantir and Nvidia help change the economics of AI? The Next AI Fortune Might Fit in a Shipping Container Most shipping containers are pretty boring. But Ian says this one could create the next wave of winners in the AI infrastructure boom.
What did Anthropic's researchers find inside AI's black box? Researchers Just Unlocked AI’s Black Box Ian says Anthropic's researcherss have uncovered something that could alter the way we think about artificial intelligence forever.
What does this week's chart reveal about the inner workings of AI? Chart of the Week: The World According to AI Ian's chart of the week suggests today's leading AI models don't just possess knowledge, they have something that looks like a worldview.
How are everyday Americans affecting the AI buildout? The AI Boom Is Facing a Revolt The AI buildout has run into bottlenecks with GPUs, memory and power infrastructure. Ian says a new bottleneck might prove insurmountable.
How is AI changing the rules of software security? AI Just Broke One of Software’s Oldest Rules Ian says the system behind debugging software has always operated at human speed. But a shocking new report suggests that's no longer true...

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