Commerce

The Compute Divide: Where AI Is Headed, and Who Gets to Follow

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Two questions get asked together so often that they can sound like one question. They aren’t. “Where is AI headed?” is a question about engineering — about what frontier labs can build next. “Can the world’s nations keep up?” is a question about power — about who can afford to build it, who controls the … Read more

The AI Assistant Economy

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How AI is Reshaping Information and Commerce Bottom Line Up Front: The AI assistant economy isn’t coming, it’s here, with OpenAI alone generating over $10 billion annually as these conversational interfaces reshape how we access information and make purchases. But its continued dominance depends on three increasingly fragile pillars that could determine whether AI becomes … Read more