Business
Analysis of how AI and technology reshape company strategy, organizations, markets, and capital.
2026
Neocloud Shakeout: Why Credit, Not GPUs, Decides Survival
Who can actually borrow money is what separates the neoclouds that survive from those that don't.
BusinessWill Banks Lend to AI Companies With No Land, No Factory?
China's eight ministries are deliberately targeting one thing: how bank tellers think about collateral.
BusinessWhy Civilization Has Only Changed One-Third in 35 Years
Sid Meier and his team explain the rule for sequels—and what happened when Civilization 7 crossed it.
BusinessAnthropic Earned $16.8B in Q3. Why Call It 'Over'?
What comparison makes 45% quarterly growth look disappointing—and a slowdown cause I experienced firsthand.
BusinessOpenAI Fired the Researchers Who Studied AI Oversight
A DNS leak, a canceled model launch, and three researcher firings all converged at OpenAI within a single month.
BusinessBrexit at Ten: How Much Has Britain Actually Lost?
Tracing where the '6% loss' figure comes from—and how much of it is really Covid, the energy crisis, and seven prime ministers
BusinessGoogle Open-Sources ML Drift, Its On-Device GPU Engine
I read this release through the lens of Vons, a tiny decision model I'm building for CPUs and browsers.
BusinessOne Computer Per Agent—Now the Problem Is the Keys
Meta, OpenAI, Grok Bot, and Google all converged on the same design—now the open question is logins and passkeys.
BusinessThe Memex: A 1945 Machine Built for Trails, Not Storage
Vannevar Bush's memex wasn't meant to hoard books—it was meant to preserve the paths your thinking takes.
BusinessSame PVC Resin, Five Different Anti-Dumping Rates
Each line of the tariff schedule reflects its own company ledger.
BusinessCrypto's 2026 Shutdown Wave: 81 Projects Gone Quiet
Prices held up, but trading vanished—stacking 81 shutdown notices reveals what actually died and what survived.
BusinessKorea's Mobile Plan Overhaul Came in 5 Waves, Not 1
Persistent search spikes reveal why consumers are still struggling to decode what actually changed months after the official rollout.
BusinessServers Take 2 Months, Foundries Take 4 Years
The further upstream in the supply chain, the later today's decisions are graded.
BusinessFour Months on Leave, and the AI Models Changed
The share of women in AI roles drops sharply as compensation tiers climb, LinkedIn data reveals.
BusinessOpenAI's $20 Billion Gap: A Counting Trick, Not a Loss
Thursday's panic over a missing $20 billion in OpenAI revenue was really a clash between gross and net accounting.
BusinessThe Blockchain Use Case Hiding in SK Hynix Futures
A Bloomberg columnist who once mocked blockchain now credits perpetual futures for his change of heart.
BusinessSearching Tax Arrears, Finding a Debt Collector Job Ad
Korea's National Tax Service hired thousands of debt collectors this year, quietly linking two very different searches.
BusinessThe Inspector Sets AI's Speed Limit
What Amodei really wanted was a health inspector stationed in the kitchen.
BusinessBefore the KFTC Reviews a Merger, You Must Self-Certify
Filing comes before review—here's the order of judgment calls Korean merger filers must make before opening KFTC forms.
BusinessGrid Codes Are Turning Toward Data Centers
A term searched only 111 times a month still triggered two government meetings.
BusinessThe AI Comedian With 300K Followers Stole Every Joke
AI-generated comedians are lifting American stand-up sets verbatim, and Korean comedy stands on the same exposed ground.
BusinessInside AI Chips, the Memory Interface Eats the Edge
On Nvidia's Rubin die, HBM4 controllers and PHY reportedly claim about 16% of the priciest silicon real estate.
BusinessDark Patterns: Do Users Search for the Law or Coupang?
Korea's FTC released new dark pattern guidelines, revealing a stark divide between what the law bans and what frustrates users.
BusinessThe Same EMF-Blocking Sticker Test, Run Four Times in 12 Years
Government notices say both 'it's safe' and 'reduce exposure' on the same page
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