Big Technology
Articles about Big Technology
Can AI Keep Growing Exponentially? SemiAnalysis Makes the Case
Dylan Patel and Jordan Nanos on the trillions going into AI infrastructure, the economics behind the spending, and the security problems inside GPU clouds.
The Key Anthropic Numbers You Need To Know Ahead Of Its IPO
We now know the size of Anthropic’s business. But how about the trajectory of its products? We dig in.
Anthropic’s IPO and Our Collective Leap Of Faith
The markets rest on the AI story fulfilling its potential. This week, we saw how tenuous that could be.
Here’s Everything OpenAI’s Bots (And Others) Have Hacked Or Considered Hacking
It’s getting hard to keep track of all the unauthorized agent activity. Here it is in one place.