The $2 Billion Admission. Why Apple Just Broke Its Golden Rule
Apple rarely buys big. This $2B deal is a ruthless strategic pivot to secure the "Private Edge" against Google. We analyze the Buy vs. Build decision.
Why Anthropic Isn’t Trying to Be Google
Anthropic isn't trying to beat Google at being Google. They are building the "Employee" while Google builds the "Assistant." We break down the Vertical AI strategy.
How Nvidia became the First $5Tn Company
Nvidia’s $5T valuation isn’t a meme, it’s the receipt for a two-decade plan. We map the milestones from CUDA to Blackwell, the deals that mattered (OpenAI, Microsoft, cloud OEMs), and the risks that could dent the flywheel.
Oracle’s Media Play: The New Rules of Influence
Oracle is turning AI cloud cash flows into cultural leverage: linking compute, content libraries, and short-form distribution. Here’s the playbook, the risks, and the board moves that matter next.