The Bubble Is Not in Valuations: It’s in the Productivity Gap

Analysis of the emerging ‘productivity gap’ in AI, revealing that the true bubble is in expectations, not valuations. What it means for markets and companies.

Facebook is paying people overseas promoting Alberta separatism

Reports indicate Facebook is compensating international users for promoting Alberta independence, raising concerns over foreign influence in regional politics.

Let’s Encrypt bans certificate usage in any US sanctioned territory [pdf]

Let’s Encrypt has announced it will ban the use of certificates within US-sanctioned territories, impacting website security and compliance.

Republicans send $70 billion in ICE and border patrol funding to Trump’s desk

House Republicans approved a $70 billion immigration enforcement package, sending it to President Trump, amid internal party conflicts and debates.

House Republicans approve $70bn bill for Trump’s immigration crackdown

House Republicans pass a $70 billion bill funding immigration agencies through 2029, ending a months-long shutdown standoff with Democrats.

The 27% Problem: Why Google Wrote a $750M Check to Catch Anthropic

Google commits $750 million to expand enterprise AI, aiming to overtake Anthropic’s 40% market share in a rapidly evolving industry.

The Earnings Call Gap: What Q1 2026 Just Told Us About AI ROI

Analysis of Q1 2026 earnings shows a widening gap between AI investment claims and measurable returns, impacting stock performance and investor confidence.

The European Bet: How Mistral, Aleph Alpha, and Black Forest Labs Are Playing a Different Game

European AI companies are positioning for compliance-driven market dominance ahead of the EU AI Act enforcement in 89 days, focusing on regulation, transparency, and sovereignty.

Single Digits: The April That Closed the Open-Weight Gap

In April 2026, the benchmark gap between open-weight and closed models shrank to single digits, transforming enterprise AI economics and strategies.

AGI Adjacency Problem

Thorsten Meyer AI says advanced AI capacity now depends on chips, power, cooling, packaging, networks and rules as much as model scores.