Inside MatX’s $500M bet to chip away at Nvidia’s AI GPU moat
What Changed and Why It Matters MatX just raised $500 million to build AI chips aimed at large language models. Multiple outlets positioned it as a direct Nvidia challenger. “Nvidia…
Your Moat Can’t Be a Prompt: Lessons From Recent Startup Shutdowns
What Changed and Why It Matters A pattern is emerging across 2024–2025: AI startups with slick demos are shutting down, and the post-mortems point to the same root cause —…
AI takes aim at mainframes: inside the COBOL modernization wave
What Changed and Why It Matters Mainframes still run the world’s most critical transactions. Much of that logic lives in COBOL written decades ago. The people who wrote it are…