The market’s reaction to Advanced Micro Devices after its Q4 earnings wasn’t really about the quarter at all; it was about narrative fatigue colliding with an overcrowded trade. AMD reported a quarter that, in isolation, would normally be read as confirmation that the company is executing well across data center, client, and emerging AI workloads. Revenue growth was strong, the … [Read more...] about When the Market Wants a Story, Not Numbers: Rethinking AMD’s Q4 Selloff
BBC and the Gaza War: How Disproportionate Attention Reshapes Reality
We live in an age of information overload, yet paradoxically, our understanding of global conflicts often feels skewed. Every day, news outlets vie for our attention, presenting a curated version of reality. But what if that curation itself is warping our perception, elevating some conflicts to global prominence while rendering others virtually invisible? Recent research … [Read more...] about BBC and the Gaza War: How Disproportionate Attention Reshapes Reality
Parallel Museums: Why the Future of Art Might Be Copies, Not Originals
Museums are quietly approaching a breaking point, even if they rarely admit it out loud. Masterpieces are aging, materials are weakening, insurance costs are exploding, and every major loan has begun to look like a high-stakes operation rather than a cultural exchange. At the same time, demand for access to art has never been higher, especially from places that don’t sit on … [Read more...] about Parallel Museums: Why the Future of Art Might Be Copies, Not Originals
ClickHouse Series D, The $400M Bet That Data Infrastructure, Not Models, Will Decide the AI Era
ClickHouse’s $400 million Series D round is not just a big number, it’s a signal that the center of gravity in AI is shifting away from models and toward the plumbing that keeps them alive in production. Led by Dragoneer with participation from essentially a who’s-who of late-stage tech investors, the financing arrives at a moment when AI systems are no longer demos, pilots, or … [Read more...] about ClickHouse Series D, The $400M Bet That Data Infrastructure, Not Models, Will Decide the AI Era
AI Productivity Paradox: When Speed Eats Its Own Gain
Workday, Inc. has put a name to something many teams feel every day but rarely articulate well: the strange sensation of moving faster with AI while somehow ending up in the same place, or occasionally even behind. The company’s new global research lands squarely on that tension. On paper, AI looks like a gift—most employees are clawing back one to seven hours a week, which is … [Read more...] about AI Productivity Paradox: When Speed Eats Its Own Gain
