AI’s 10‑GW bet: why power—not parameters—is the new moat in AI
What Changed and Why It Matters The AI race is shifting from parameters to power. Reports across industry, legal, and investor notes point to a new bottleneck: electricity and the…
Why Founders Are Betting on Physical AI — And Why It’s Surging
What Changed and Why It Matters AI is moving off screens and into the physical world. Founders are chasing the next defensible layer: machines that see, decide, and act in…
Inside India’s AI factories: what founders need to know now
What Changed and Why It Matters India is quietly assembling AI factories: integrated stacks of compute, data pipelines, model ops, and services built around real industry workflows. The push comes…