The arguments shaping technology
Go beyond the headline. Explore the business models, competitive tensions and structural shifts behind the technology market.
AI platforms
OpenAI: the platform behind ChatGPT
The business model behind ChatGPT, its distribution advantage and the competition to own the AI interface.
Software economics
AI is not killing software. It is moving the toll booth
As agents change how software is bought and used, which companies retain the ability to charge?
Agents & security
The Hugging Face incident: how agentic AI escaped the sandbox
What the Hugging Face incident reveals about execution boundaries, trust and agent permissions.
Cybersecurity competition
The AI-security land grab: where CrowdStrike, Zscaler, Rubrik and the rest really sit
Where security vendors compete for control as enterprise AI moves into production.
AI & vulnerability research
The zero-day deluge: can defenders patch faster than AI can find?
The race between automated vulnerability discovery and the capacity to remediate it.
Models & market structure
The debate on model commoditisation and open weights
How model commoditisation and open weights could redistribute value across the AI industry.
