Weekly Verdicts on Technology That Matters
Sharp analysis on the tech, security and geopolitics stories that matter. Free, every week, no noise.
Until SpaceX publishes its own ephemeris and holds its own altitude bands, coordination is just deference with better branding. The biggest fleet should move first.
Read Verdict →The tightness is real, but it's also a construction timetable. Three to four year build times across Micron, Samsung and SK Hynix mean the fabs that answer this shortage all arrive around 2029, roughly together. That's your glut.
Read Verdict →The slowdown argument is a pace-setting argument. Nvidia gains when everything runs faster; OpenAI and Anthropic gain when the frontier stays too costly to reach. Judge every safety proposal by which of those models it pays.
Read Verdict →Distillation turns capability into a fungible service. Until contracts, identity and pricing change, compute controls will keep leaking by design.
Read Verdict →Until these companies publish transparent post-mortems, every outage is a reminder that their AGI ambitions are far ahead of their accountability. We can’t evaluate risk we can’t see, and this silence makes that risk harder to ignore.
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