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Security flaws, regulatory unbundling, and agent fragmentation challenge Google's dominance in the AI era.
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Free
Systematic review of 80+ data sources confirms power availability now trumps GPU supply for hyperscale growth.
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Free
Why Alphabet and hyperscalers face a multi-year capacity crunch in power, silicon, and data centers.
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As 20 states enact privacy laws, Alphabet faces a compliance patchwork reminiscent of railroad regulation.
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IREN's pivot mirrors 19th-century trusts—control of essential inputs decides winners
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Free
How custom silicon, frontier models, and agentic platforms consolidate AI's means of production.
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A comprehensive analysis of unauthorized charges, legacy permissions, and the erosion of developer trust.
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Free
Google's TPU 8t/8i achieve 80% better perf/dollar, but the real battle lies in system-scale advantages.
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Free
As tech giants invest trillions in AI, the economics mirrors the steel age's winners and losers.
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Free
With operating margins at 32.9% and a $231B backlog, cloud is becoming Alphabet's profit engine.
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An analysis of how integrated cloud, tooling, and security will determine the winners in software development's new industrial logic.
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Power, politics, and public resistance are now the key constraints on Alphabet's AI infrastructure race.
