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Free
A comprehensive analysis of Alphabet's strategic investment in SpaceX's IPO and the emerging orbital AI infrastructure.
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Free
IREN's pivot mirrors 19th-century trusts—control of essential inputs decides winners
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Free
With Samsung and fashion partners, Alphabet aims to control the decisive chokepoint in ambient AI, mirroring industrial era infrastructure contests.
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Free
How custom silicon, frontier models, and agentic platforms consolidate AI's means of production.
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Free
How extended GPU depreciation schedules mask true capital costs and create profit mirages for hyperscalers.
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Free
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
From insider trading to unionization, the company's internal challenges warrant close scrutiny from regulators and investors.
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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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Free
Waymo, Google Maps, and Android Auto form a layered stack, but scale and competition threaten dominance.
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Free
From EU fines to U.S. remedies to BRICS probes, a full map of Alphabet's legal exposure.
