As data becomes the new chokepoint in AI development, companies face rising costs and restrictions on access to unique, verified human-made data, shaping industry dynamics.
Data: The One Thing You Can’t Rent
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AI & Tooling
200 posts
Waves, Not a Wall: Inside DeepMind’s Map From AGI to Superintelligence
DeepMind researchers publish a detailed framework outlining pathways from human-level AI to superintelligence, emphasizing scaling, innovation, and limitations.
Waves, Not a Wall: Inside DeepMind’s Map From AGI to Superintelligence
DeepMind researchers present a framework mapping the transition from AGI to superintelligence, highlighting pathways, challenges, and uncertainties.
The Neocloud Cartel: How the AI Industry Started Renting Compute From Itself
A deep dive into how the AI industry now rents its compute from a small cartel of firms, with Nvidia at the center, shaping the future of AI infrastructure.
The Six Chokepoints: How AI Stopped Being a Utility and Became a Lever
In 2026, AI control shifted from a utility model to concentrated chokepoints, with key players asserting dominance across power, compute, data, and more.
SpaceX Owns Every Layer of AI Now. The Model Is Still the Weak Link.
SpaceX has bought Cursor for $60 billion, owning all AI layers but still facing challenges with model performance, raising questions about AI leadership.
AI Is the Alibi. The Reorg Is the Signal.
Coinbase’s recent layoffs and restructuring highlight a broader industry trend of reorienting around AI, with questions remaining about the true drivers behind job cuts.
Search as Code: Perplexity Is Right About the Future — Just Not First to It
Perplexity introduces Search as Code, enabling AI models to dynamically assemble retrieval pipelines, marking a significant shift in search for agent-based AI systems.
Avengers Labs: How Ukraine Turned Its Front Line Into the World’s Scarcest AI Dataset
Ukraine’s Avengers Labs leverages battlefield drone data to train AI models, creating a scarce resource in modern warfare and defense tech.
The Safety Card, Played From Every Side: David Sacks, Anthropic, and the Fable Standoff
White House official claims Anthropic refused to fix a cyberweapon jailbreak, leading to model bans; Anthropic disputes the severity of the issue. Details remain unclear.
