The arguments shaping technology
Go beyond the headline. Explore the business models, competitive tensions and structural shifts behind the technology market.
AI safeguards · 13 September 2026
Why frontier AI safeguards are struggling to keep pace
Recent frontier-model incidents show why alignment, monitoring and containment can fail together—and why evidence of control may need to precede greater autonomy.
AI risk & governance · 13 September 2026
Why AI risks are likely to grow
Why safety can improve yet still fall behind capability as models gain autonomy, monitoring weakens and operational exposure grows.
AI investment & security · 13 September 2026
PACING THE AI FRONTIER: CAPEX, INFERENCE, TRAINING AND CYBER
Does a slower AI frontier mean less spending? Examine training checkpoints, capex timing, inference demand and cybersecurity, with company implications and three scenarios.
AI platforms
OpenAI research
OpenAI — Company Profile · OpenAI — Deep Dive
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.