Outside Voices: Milos Maricic on Why Banks May Never Quantify AI Returns
A Fortune commentary by the founder of SPEC Research argues that skepticism about earnings-call disclosures is not skepticism about AI.
Commentary: What the Groq Lawsuit Means for ‘License and Hire’ Deals
The Delaware complaint argues stockholders were shortchanged when Nvidia licensed technology and hired leaders.
Commentary: After Cursor, Who Is Left in Independent AI Coding?
SpaceX’s $60 billion deal removes one leader while Cognition, Lovable and Replit keep raising.
Commentary: Koa and the Case for Specialized Models
Salesforce and Nvidia’s CRM-focused reasoning model tests whether enterprises need frontier models at all.
Commentary: Huang’s ‘0% Chance’ and Gates’s ‘Billion Deaths’ Show the Industry’s Split
Two prominent voices drew opposite lessons from the same technology in the same month.
Commentary: Dorsey Predicted Copycat Layoffs, and the Data Is Mixed
Jack Dorsey said most companies would follow Block within a year; since then, several have, with caveats.
Analysis: Equity, Debt and Vendor Credit – How AI Compute Is Being Financed
AIBW analysis: Mistral’s bank debt, Meta’s joint venture and Nvidia’s financing show three models.
Analysis: Chips Are Splitting by Job – Training, Inference and Agent CPUs
AIBW analysis: Google, Nvidia and Alibaba are all specializing silicon.
Analysis: Who Is Getting the Money – Concentration in AI Funding
AIBW analysis: Q3’s record count of billion-dollar rounds sits alongside many smaller, specialized raises.
Analysis: Three Surveys, Three Adoption Rates – Why 20%, 57% and 73% Can All Be Right
AIBW analysis: different samples and definitions explain the spread in headline AI adoption figures.