Technology2 min read
What 'Efficient' Actually Means in the Age of Trillion-Parameter Models
Efficiency claims from AI labs rarely specify what's held constant. Here's how to read them.
Nirmay Thakkar
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Markets1 min read
Reading the Yield Curve When Nobody Agrees What It's Pricing
The curve has un-inverted, but strategists disagree on whether it's pricing a soft landing or a delayed one.
Dwij Joshi
Technology1 min read
Edge Inference Is a Supply Chain Story Before It's a Software One
Running models on-device is framed as a software win. The real constraint is further upstream.
Nirmay Thakkar