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Anthropic's Compute Advantage: Why Silicon Strategy is Becoming an AI Moat
Why Anthropic’s integration into hyperscaler silicon programs may give it a lasting advantage in the economics of frontier AI.
Mar 5
•
Chris Zeoli
78
7
14
What does Palantir do?
From unconventional beginnings as a gov tech contractor to $80B+ AI leader, discussing how Palantir is bringing AI to production with enterprises and…
Sep 25, 2024
•
Chris Zeoli
103
2
5
Inference Economics 101: Reserved Compute versus Inference APIs
How utilization, performance diffusion, and deployment tradeoffs determine where durable value accumulates as AI inference scales from experimentation…
Dec 16, 2025
•
Chris Zeoli
32
6
DeepSeek's R1 and AI Infrastructure Economics
Did DeepSeek and its model distillation methods crush the economics of AI training?
Jan 27, 2025
•
Chris Zeoli
19
2
The Rise of CloudPrem, NewPrem and BYOC
Why AI, data security, and compliance are reshaping enterprise infrastructure
Jan 7, 2025
•
Chris Zeoli
19
1
Agent Infrastructure and Control Planes
From inference to autonomy: architecting the Agent Runtime environment where Control Planes meet enterprise production
Jul 21, 2025
•
Chris Zeoli
31
2
RL Environments for Agentic AI: Who Will Win the Training & Verification Layer by 2030
Who Will Win the RL Environment Market—and Why
Jan 29
•
Chris Zeoli
25
6
1
What is Model Context Protocol (MCP)?
Bringing identity, permissions, and policy to AI workflows that touch enterprise data
Apr 21, 2025
•
Chris Zeoli
22
3
AI-First Software Development and Code Editing
How coding agents are reshaping code generation, security, legacy code and more
Feb 11, 2025
•
Chris Zeoli
16
3
The Future of Data Labeling: From Stop Signs to AI Specialists
How Scale's dominance in self-driving positioned the Company to win in AI model training data and how recruiting specialists is the future of data…
Jun 30, 2025
•
Chris Zeoli
28
1
The 5 Raw Inputs Powering the AI Data Center Boom
How real estate, capital, compute, energy, and networking are the defining infrastructure inputs for the AI data center construction boom
Aug 11, 2025
•
Chris Zeoli
33
1
The Past, Present, and Future of BI
From legacy giants like SAP and Tableau to emerging winners like Omni and Inventive: The next chapter of BI needs speed, governance and AI-ready…
Feb 18, 2025
•
Chris Zeoli
12
2
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