Big Tech

In one week Meta cut about 8,000 jobs to fund AI infrastructure and Microsoft offered its first-ever buyouts to 8,750 people. The layoff is no longer a distress signal. It is a funding mechanism.

Apple's billion-dollar partnership with Google to power Siri with Gemini exposes a harsh truth — most of Big Tech cannot build competitive frontier AI models. Analysis of the new AI power structure separating builders from renters.

Analysis of how Anthropic's Claude Cowork plugins triggered the worst enterprise software selloff since the dot-com bust, erasing nearly $1 trillion from SaaS valuations in seven trading days and raising existential questions about the future of the software industry

Analysis of the unprecedented $650 billion AI infrastructure spending by Alphabet, Amazon, Meta, and Microsoft in 2026, examining whether this capital expenditure surge represents rational investment or bubble economics