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Vertical Stacks, Horizontal Dreams
How defense tech is exposing the trade-offs in AI and data infrastructure—and what Silicon Valley should learn from Palantir and Anduril.
Sep 2
•
Meg McNulty
2
The Materials Behind the Machines
The week Washington and Beijing showed supply chains are weapons
Aug 26
•
Meg McNulty
10
The Broken Economics of AI
Why Cloud Computing Can't Scale Intelligence Forever
Aug 21
•
Meg McNulty
6
Most Popular
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Microsoft’s Quantum Leap
Feb 20
•
Meg McNulty
24
17
The AGI Arms Race: Who’s Really Competing, and What’s at Stake?
Mar 6
•
Meg McNulty
5
Inference at the Edge
May 10
•
Meg McNulty
15
The Materials Behind the Machines
Aug 26
•
Meg McNulty
10
Three years in, the venture battlefield is fully operational.
Feb 27
•
Meg McNulty
2
Apple Calls the Bluff
Jun 10
•
Meg McNulty
3
Latest
Top
Discussions
The quiet war for AGI infrastructure
The new geometry of power
Jul 31
•
Meg McNulty
6
The High-Stakes Geopolitics of 6G
The Fight to Control the Next Layer of Global Connectivity
Jul 21
•
Meg McNulty
1
Cloud won—until it didn’t
The quiet crisis in infrastructure
Jul 5
•
Meg McNulty
3
When Data Turns to Light
The Photonic Shift Quietly Reshaping Compute
Jun 26
•
Meg McNulty
2
Apple Calls the Bluff
Markets love GenAI because they don’t understand it
Jun 10
•
Meg McNulty
3
Beyond Moore’s Law: The Cost of ‘Good Enough’
The next frontier for complex systems (and in other words: why optimization needs a quantum shift)
May 29
•
Meg McNulty
1
Agents for us all
Microsoft’s Azure AI Foundry hard launched this week
May 22
•
Meg McNulty
2
Inference at the Edge
The Next Great Compression Problem
May 10
•
Meg McNulty
15
47:21
E5 | Regulating the Future: AI, Law & Crypto with Tobias Jensen
What happens when the law can’t keep up with the pace of technology? On this episode of Cipher Talk, we sit down with Tobias Mark Jensen—lawyer, tech…
May 4
•
Meg McNulty
and
Tobias Mark Jensen
3
2
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