AI Models2

AI Is Moving Up the Stack: The Operating Layer Will Decide the Winners

AI is no longer being won in the lab. It is being won on the desktop. For a while, the story was simple: better models win. Smarter, faster, cheaper. That story is breaking down. Model quality is still table stakes, but it is no longer where advantage compounds. The battleground...

China’s AI Bet Is Bigger Than Models

Most executives are still looking at China’s AI push through the wrong end of the telescope. They see model progress, chip constraints, and the usual scoreboard logic. But China’s more consequential move is not simply to build better models. It is trying to build an entire AI economy:...