Apple, Amazon, Netflix, YouTube TV, Peacock — they're all bidding for the same things. NFL packages, NBA games, F1, Premier League rights, MLB exclusives. The on-demand library wars are clearly over. Nobody's launching…
In late 2024 / early 2025 every Fortune 500 was rolling out a 5-day RTO push. Some softened to 4, some held at 5, some did 3+2 hybrid as the new floor. Now in mid-2026 it feels like we're past the peak. The big-tech RTO…
The benchmark gap closed faster than anyone predicted. DeepSeek R2, the Llama 4 series, and Qwen-3 are within 5-10% of the closed-model leaders on the standard suites — sometimes ahead on math and coding. But I keep…
When Ozempic hit cultural saturation in 2023, the discourse was 99% "is this a miracle weight-loss drug" and 1% "what are the long-term effects." We've now had enough time for the second question to start producing real…
I'm seeing two completely different stories from different shops. Bay Area startup, mid-stage: they froze entry-level hiring last quarter and pushed everyone to use Claude Code + Cursor full time. Their head of eng says…
The data is stark. In the US, institutional investors (Invitation Homes, AMH, Tricon) own about 600k single-family homes as of early 2026. New construction in the $200k-$350k price tier — the historical "starter home" —…
GiveDirectly's long-term Kenya cohort, the OpenResearch US study, the Stockton SEED follow-up, Welsh basic income for care leavers, Sam Altman's expanded cohort — most of these are now 24-36 months in and publishing…
BYD, Geely, MG (SAIC), Xpeng, and Nio have been pushing aggressively into European markets since 2023. The EU put a 38% provisional tariff on Chinese EVs in October 2024, then negotiated price floors with major Chinese…