Industry briefings
I use these briefings to inform my work in technology and strategy and guide my own investment decisions. They help me test assumptions, identify emerging risks and opportunities, and decide what deserves closer attention.
Read the latest editionLatest briefing
07 editionsAI gateway release compromise, priority security updates and certificate trust. Also: Nokia networking results and Nebius financing, with guidance and funding distinguished from operating capacity.
Read briefingProduction-agent controls, independent evaluation and controlled AI-security experiments. Also: equipment constraints, future rack designs, Chinese technology-export measures, and financing and power-delivery risks.
Enterprise AI orchestration, lower-cost models and agent control failures. Also: state-linked intrusion, future nuclear capacity, and memory and advanced-wafer constraints.
AI moves from chat into persistent work as control failures sharpen. Also: gated cyber models, remote-access exploits, completed AI transactions and the infrastructure constraints moving upstream.
Cheaper frontier models, local AI systems, infrastructure exploitation, continuous offensive testing, financing and formal US–China dialogue.
CXMT’s volume-production claim for its latest DRAM platform and a proposed US–China mechanism for reporting AI incidents.
Eight developments across AI, cybersecurity, computing infrastructure, capital and policy, from autonomous-agent controls to data-centre growth.
How I use them
I use them to connect developments across AI, cybersecurity, computing infrastructure, capital and policy. This helps me assess what could change for organisations, markets, technology choices and investment opportunities. I share a public edition for others who may find the same evidence and analysis useful.
Continue the conversation
I welcome thoughtful conversations about the developments shaping technology businesses, infrastructure and strategy.
Connect on LinkedIn