Category · 8 Stories
Business
Markets, M&A, and the economics driving the technology industry.
Business
The Quiet Consolidation of the Cloud Is Almost Complete
Three providers, one dependency, and a market that stopped pretending to be competitive.
Business
Chip Tariffs Are Reshaping Where Hardware Gets Built
Supply chains do not move overnight — but the blueprints already have.
Business
The AI Capex Boom Is Straining the Power Grid Before the Chips
Data centers were the easy part. Finding the electricity is the real bottleneck.
Business
Subscription Fatigue Is Finally Hitting the Bottom Line
Consumers audited their recurring charges. The churn numbers tell the rest of the story.
Business
Layoffs Framed as “Efficiency” Are Really a Bet on Automation
The headcount cuts and the AI budgets are the same memo, read twice.
Business
Private Equity Discovered Your Favorite Dev Tool
The roll-up playbook meets developer infrastructure. Prices will follow.
Business
The Return-to-Office Mandate Is Really a Real-Estate Story
Follow the leases, not the productivity studies.
Business
App Stores and the Slow Death of the 30% Cut
Regulators, courts, and competitors are all pulling on the same thread.