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Latest Insights and Analyses

Snowflake’s AI Hype Masks a Growing Dependence on Unproven Monetization and Cloud Vendor Lock-In.
Snowflake, once the darling of cloud data warehousing, is now riding the AI hype train to distract from deeper structural risks—namely, its shaky monetization model and increasing customer lock-in to major cloud vendors. This article cuts through the marketing noise...

Google’s AI Partnerships Reveal That Antitrust Regulators Are Finally Targeting the Real Leverage Points in Big Tech.
Google’s AI partnerships are finally drawing serious antitrust scrutiny, signaling that regulators are starting to understand where Big Tech’s real power lies—and where intervention could actually shift the market. For years, antitrust enforcement lagged behind the...

Builder.ai’s Fabricated Revenue Signals a Systemic Trust Crisis in the AI Startup Ecosystem.
Builder.ai’s recent exposure for fabricating revenue numbers isn’t just another startup scandal—it’s a warning shot for the entire AI ecosystem. In this article, we’ll dissect what went wrong, why it matters far beyond one company, and what strategic operators should...

Anthropic’s Opus Release Proves AI Progress Is Bottlenecked by Legal Risk, Not Technical Limits.
Anthropic’s latest Opus release has reignited the debate about what’s really holding back AI: is it the technology itself, or the legal and regulatory risks that surround it? In this article, we’ll cut through the noise, examine the actual constraints facing advanced...
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