The New Wintel: How NVIDIA and OpenAI Mirror—and Magnify—Tech’s Most Dangerous Monopoly Patterns
When NVIDIA reported third-quarter revenue of $57 billion, up 62 percent, Wall Street breathed a collective sigh of relief. The AI bubble, it seemed, had been granted another reprieve. But beneath the headline-grabbing numbers lies a financial architecture that should trouble anyone who remembers the tech industry's previous monopolies—and the catastrophic collapses that eventually broke…
When AI agents run a startup
In August 2025, journalist Evan Ratliff cofounded a startup staffed entirely by AI agents. Five virtual employees—each with email, Slack, phone capabilities, and their own synthetic voices—collaborated to build a product, run marketing, and handle operations. Three months later, HurumoAI had shipped working software and attracted genuine VC interest. It also nearly collapsed multiple times…
The Enterprise AI Shift: How Chinese Models Are Challenging Silicon Valley’s Dominance
When Airbnb CEO Brian Chesky told Bloomberg in October that his company relies heavily on Alibaba's Qwen model for AI-powered customer service, calling it "very good, fast, and cheap," he offered a rare glimpse into a trend that's quietly reshaping enterprise AI adoption. While Silicon Valley giants battle over who can build the most powerful—and…
