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Platforms, AI, infrastructure, and the builders behind them.

Briefs and deep dives tagged Tech. Or browse Daily Brief · Deep Dives.

  • Daily briefJuly 11, 2026

    Saturday signal: Hormuz talks, Meta silicon, and housing without a signature

    Ceasefire rhetoric vs. diplomacy, custom chips, SoftBank retail capital, and a law that landed at midnight — press a signal for coverage.

  • Daily briefJuly 10, 2026

    Thursday signal: energy markets, model releases, and midterm money

    Oil, open models, and early campaign spending — press a signal for the coverage underneath.

  • Deep diveJuly 9, 2026

    Why inference pricing is the real AI platform war

    Model launches get the headlines. Unit economics of serving tokens will decide who owns the stack.

  • Daily briefJuly 9, 2026

    Thursday signal: markets shrug at war, Meta's own silicon, and Micron's $250B

    Day two of strikes meets a chip rally, Meta dates its Iris production run, Congress braces for a defense-money fight, and an AI agent raises its own round — press a signal for coverage.

  • Daily briefJuly 8, 2026

    Wednesday signal: the ceasefire called off, NATO's €70B, and ChatGPT learns to interrupt

    Strikes return to Hormuz, Ankara closes with a Ukraine pledge, Exxon's war windfall, a split Fed, and a housing bill running out the clock — press a signal for coverage.

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