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Analysis

Long-form pieces

Theses, vendor breakdowns, category surveys, vertical deep-dives. New analysis lands roughly weekly during the build phase.

weekly-digestroundup

Weekly digest: May 12-17, 2026

This week's signal across models, tools, applied AI, and policy. Claude Opus 4.7 ships, Cursor-Windsurf closes, EU Act compliance window advances, and the enterprise RAG conversation gets more honest.
enterprisecoding-agents

The coding-agent procurement cycle

Why enterprise rollouts of AI coding tools are running 9-12 months from pilot to seat-license, and what that timeline tells you about the next leg of the category.
open-sourceopen-weights

The open vs. closed model debate is the wrong frame

Framing the AI model landscape as 'open source vs. proprietary' obscures the question that actually matters: who controls the training data, and what are the implications of that control.
long-contextretrieval

The long-context economics question

1M-token context windows are standard at the flagship tier now. The real question isn't capability, it's whether stuffing everything into context is actually cheaper than retrieval for your workload. Usually it isn't.
ragproduct-strategy

RAG is not a product strategy

Retrieval-augmented generation is a useful technique. It is not a moat, not a differentiator, and not a strategy. The number of pitch decks that don't seem to know this is unsettling.
inferenceeconomics

The inference cost curve is the most important chart in AI

Compute cost per token has dropped by roughly 100x over 18 months. The trajectory of that decline, and where the floor might be, matters more for AI application economics than any individual model capability.