The AI buildout is moving from a spending test to a financing test. Lot’s of AI action today, July 28, 2026… A recent post by LoRosha, “NVIDIA–CXMT Twin-Trigger Convergence: A Financing-Risk and Supply-Risk Repricing”, connects two developments that reached semiconductor investors at about the same time. The first was a…
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How loops turn capable AI into practical work This is the first of a three-post series on AI as an operating system rather than only a conversational tool. This post explains loops and the six elements that make them useful. The next posts will examine digital twins—connected representations that can…
Comments closedAn AI-ecosystem-model reading of today’s news Over the past few months, we’ve built something we call the AI ecosystem model, a map of how one jolt in the chain that makes artificial intelligence possible travels outward to everything else: the minerals, the chips, the data centers, the power grid, the…
Comments closedEveryone’s still guessing A quick note before we start: this one runs a little longer than usual. I’d planned to come at this subject in smaller pieces over the next few weeks, but the news got ahead of me, so I’m covering the whole topic in one piece now, and…
Comments closedHow AI turns one question into a systems view A small business owner asks the model whether she should open a second café. The answer comes back with the cash-flow math, yes. But also with the lease timing, the staffing lead time, the risk that two locations split her customers…
Comments closedOr: what we actually mean when we say “AI” in 2026. In November 2022, ChatGPT reached one hundred million users in two months, faster than any product in history. Today, that chatbot is the simplest thing AI does. When most people picture AI, they picture a chat window: type a…
Comments closedIntroduction to a new series on AI and its ecosystem I mentioned in a recent note that I was working on a new series on the AI ecosystem. This is the first post. It is an introduction: what the series is, what it is not, and why it is worth…
Comments closedA short overview of AI’s historical development, key concepts, future trends, and the challenges ahead.
Comments closedAI and biotechnology convergence is accelerating healthcare innovation and drug discovery globally.
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