AI Unpacked

AI Unpacked Welcome to this week's edition of AI Unpacked, where we break down the latest developments in artificial intelligence and what they mean for today's financial landscape. In this issue, we cover the accelerating model war between U.S. and Chinese AI labs, the growing pressure of AI capital spending on big tech earnings, the emergence of agentic computing as the industry's next frontier, and what the Stanford 2026 AI Index reveals about where the industry actually s

The Quiet Shift Happening Right Now For decades, entry-level jobs have been the foundation of the workforce. Internships, analyst roles, and assistant positions weren’t just about getting work done—they were about learning. They gave young professionals a way to break into industries, build skills, and slowly move up. But that system is starting to change—and it’s happening faster than most people realize. The reason isn’t outsourcing or traditional automation. It’s artificia

AI Unpacked Welcome to this week’s edition of AI Unpacked , where we break down the latest developments in artificial intelligence and what they mean for today’s financial landscape. In this issue, we cover new momentum in AI chips and infrastructure, geopolitical shifts around semiconductor exports, the expanding role of space in computing, and how macroeconomic pressures are shaping the industry. AI Infrastructure Race Accelerates as Nvidia Dominates the Conversation The ar

AI Unpacked Welcome back to AI Unpacked , your weekly briefing on the biggest developments shaping how artificial intelligence is moving from labs into the real world. This week, the spotlight turns to the most dramatic rupture yet between Silicon Valley and Washington — a high-stakes showdown between AI safety and military power that ended with a government ban, a rushed rival deal, and a stunning irony: the banned AI was still being used in combat while the ink on the ban w

AI Unpacked Welcome back to AI Unpacked, your weekly briefing on the biggest developments shaping how artificial intelligence is moving from labs into the real world. This week, the spotlight turns to a quieter but potentially more important shift: AI isn’t killing software — but it is forcing the industry to grow up fast. Across public markets, private credit, and venture capital, software is being repriced from “guaranteed growth engine” to “AI-exposed infrastructure.” Stoc

AI Unpacked Welcome back to AI Unpacked, your weekly briefing on the biggest developments shaping how artificial intelligence is moving from labs into the real world. This week, the spotlight turns from Silicon Valley to Beijing, where China’s military is rapidly expanding its use of AI to power drone swarms, autonomous weapons, and battlefield decision systems. From hawk-inspired combat algorithms to university-built “kill webs,” China’s approach offers a revealing look at h