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IDEAS FOR BETTER DECISIONS

Technology, with context.

Ideas, lessons and conversations for people building the future of their businesses.

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A backlog is not cash: Oracle booked $664 billion and burned $5.4 billion in the same quarter
Business and Technology

A backlog is not cash: Oracle booked $664 billion and burned $5.4 billion in the same quarter

André Forsyth09/12/2026
The loot moved: your model key is now worth more than your database
Business and Technology

The loot moved: your model key is now worth more than your database

André Forsyth09/11/2026
A 10.0 in Google's agent kit, and a mitigation that says everything
Business and Technology

A 10.0 in Google's agent kit, and a mitigation that says everything

André Forsyth09/10/2026
The Multiple Didn't Move: What Cognition's $48 Billion Round Actually Says
Business and Technology

The Multiple Didn't Move: What Cognition's $48 Billion Round Actually Says

André Forsyth09/09/2026
Mistral didn't raise €3 billion for the model. It raised it for the infrastructure.
Business and Technology

Mistral didn't raise €3 billion for the model. It raised it for the infrastructure.

André Forsyth09/08/2026
NVIDIA bought the place where we all keep our models
Business and Technology

NVIDIA bought the place where we all keep our models

André Forsyth09/04/2026
The Court Didn't Break Google Up. It Rewrote the Auction.
Business and Technology

The Court Didn't Break Google Up. It Rewrote the Auction.

André Forsyth09/03/2026
NVIDIA Financed the Company That Could Replace It
Business and Technology

NVIDIA Financed the Company That Could Replace It

André Forsyth09/01/2026