Thorsten Meyer AI reports that AI labs increasingly rent GPU capacity from firms, rivals and suppliers tied into the same capital loop.
The Neocloud Cartel: How the AI Industry Started Renting Compute From Itself
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Finance
23 posts
Brazil: Pay the Family, Mind the Child
Thorsten Meyer AI’s Brazil entry says Bolsa Família and Pix make the country a major case in cash-transfer policy design.
SpaceX Owns Every Layer of AI Now. The Model Is Still the Weak Link.
SpaceX’s $60B Cursor deal adds a paid AI coding app and developer reach, but Grok remains the harder test.
The license. Why the AI content market pays the brand-name corpus and strands the long tail.
Large publishers secure licensing deals with AI firms, while small publishers are left without leverage, deepening industry asymmetries.
Is Oracle’s Q4 earnings the next big test for AI trade?
Oracle’s upcoming Q4 earnings report is seen as a potential indicator for AI trade momentum, attracting investor attention amid broader AI industry developments.
The United Kingdom: The Pragmatist’s Hedge
Thorsten Meyer AI’s Post-Labor Atlas classifies the UK as a middle-path case on welfare, work, AI rules and ownership.
ActBlue CEO repeatedly invokes Fifth Amendment during House panel hearing
ActBlue’s CEO repeatedly refused to answer questions, invoking the Fifth Amendment during a House panel hearing, raising questions about transparency.
The NVIDIA Earnings Preview: What Q1 FY27 Will Reveal About the AI Cycle
NVIDIA reports Q1 FY27 earnings on May 20, 2026, with expectations around $78 billion revenue, offering a key glimpse into the AI infrastructure demand cycle.
Shein Buying Everlane Actually Makes Perfect Sense
Shein has finalized its purchase of Everlane, signaling a shift toward brand-building for Chinese ecommerce giants amid geopolitical and economic changes.
Introducing Forezai · TradingAgents — a committee of LLMs decides paper-trades
Forezai introduces TradingAgents, a committee of large language models that autonomously decide and execute paper trades, marking a new step in AI-driven trading strategies.
