← /news·[TECH]·JUL 31·2 min read

Big Tech's AI investment crosses $1 trillion as Google, Amazon, Microsoft and Meta commit to owning the compute layer

The binding constraint in AI at scale is compute infrastructure: training large models and running inference at commercial volume demands specialized processors, purpose-built data centers, and the sustained power delive…

$Isaac Yerby·NewsNTech·[GOOGL] [AMZN] [MSFT]

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Non-digital hobbies stage a comeback as consumers reach for the anti-AI portfolio

Fountain pens, Warhammer tabletop miniatures, and film cameras have acquired a collective label: the anti-AI portfolio. Journaling, sudoku, and puzzle books belong to the same category.

Isaac Yerby·1 minSEP 13

[TECH]02

PwC pools US and India units into 40,000-person joint venture amid AI pressure on consulting

The consulting model that built the Big Four's offshore staffing base runs on a specific arbitrage: high-volume knowledge work routed to lower-cost talent pools. Automation is compressing that spread.

Devon Ashkar·1 minSEP 13

[TECH]03

Amodei essay calls for slower AI capability development as Anthropic researcher's public exit sparks firestorm

The speed of AI capability advancement sets the operational clock for safety and alignment research: faster capability gains leave less

Devon Ashkar·1 minSEP 13