Thorsten Meyer analyzes Jack Clark’s recent essay revealing a bivalent forecast for AI development, highlighting its implications and uncertainties.
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The Ghost Story Became a Forecast.
Saturation. The ten-essay framework, closed.
The ten-essay European sovereign-LLM framework has reached its empirical and conceptual saturation point, concluding its core analysis as of May 2026.
EuroHPC. The compute substrate.
Analysis of EuroHPC’s compute substrate, its current capabilities, structural challenges, and implications for Europe’s AI ambitions amid ongoing developments.
Anchor. The Schwarz Group model.
Schwarz Group commits €11B to Europe’s largest AI data center, exemplifying a unique industrial-anchor investment model at scale.
Portfolio. The synthesis.
A comprehensive analysis of six European institutional AI projects reveals a strategic portfolio approach ahead of the August 2026 EU AI Act enforcement deadline.
Q3 2026 SaaS Earnings Pre-Brief: The Litmus Test for the Agentic-Disruption Thesis
Preliminary analysis of Q3 2026 SaaS earnings highlights ongoing market revaluation of agentic AI models and consumption-based SaaS, signaling a potential shift in industry economics.
Forward-Deployed Engineer Economics 2.0: The Unit Economics Math, Six Months Later
Six months after initial analysis, FDE economics reveal high profitability at scale but risks at lower levels, impacting enterprise AI deployment strategies.
13 Best Mini Projectors for Bedrooms in 2026
Discover the top mini projectors for bedrooms in 2026. Find the best options for performance, portability, and value to create your perfect home theater.
Technology operations signal monitor: Show HN: Kage – Shadow any website to a single binary for offline viewing
Kage, a new tool highlighted on Show HN, allows shadowing any website to a single binary for offline viewing, targeting small software teams.
7 Best Projectors for Home Theater in 2026
Discover the top projectors for home theater in 2026. Find the best options for quality, value, ease of use, and premium features in this curated guide.
