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- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 25, 2026
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- Jul 20, 2026
Latest issues
Two Bets, One Trade: What the AI Safety Rift Means for Markets (opens the original)
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Anthropic wants a slowdown. The White House and Nvidia call it a hoax. Here's what that split is already costing chipmakers — and what it means for how the AI trade gets priced from here.The key takeaways:Two incompatible bets are being priced as one trade. Anthropic is calling for external safety audits and a coordinated slowdown; Nvidia and the White House are dismissing that entirely — and most AI infrastructure valuations still assume the second view wins.This already showed up in real numbe
Inside DeepSeek V4.1 Flash: A Cheaper Model, a Bigger Signal (opens the original)
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A routine model update moved chip stocks, gutted DeepSeek’s own premium tier, and landed right before a Shanghai listing.The key takeaways:A “budget” model just beat the flagship. V4.1 Flash outperforms DeepSeek’s own V4 Pro on most benchmarks that matter for agent work — and DeepSeek is now routing paying Pro customers to it automatically, at the cheaper price.The real breakthrough is memory, not intelligence. Its per-token cache is 437x smaller than DeepSeek’s original 2023 model, which is wha
From $100 Billion Dream to $21 Billion: Shein's IPO Lost $5 Billion in Its First Week (opens the original)
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<img alt="A phone that is sitting on a table" class="sizing-normal" height="4160" src="https://images.unsplash.com/photo-1729860649086-aa55852aabdf?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wzMDAzMzh8MHwxfHNlYXJjaHwxfHxzaGVpbnxlbnww
Why China's AI Companies Keep Choosing Huawei Over Nvidia (opens the original)
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For most of the past year, the China AI chip story had one simple shape: Washington restricts sales, Beijing complains, and any loosening of the rules gets treated as an automatic win for Nvidia.That shape doesn’t really fit what’s happening on the ground anymore.On 19 August, ByteDance and Tencent each took delivery of roughly 10,000 Nvidia H200 chips — the first meaningful shipment since Washington cleared the chips for export in January. It should have been the moment the China-Nvidia story r
UK Shared E-Bikes: From Street-Side Convenience to Urban Infrastructure (opens the original)
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Executive SummaryUK bike sharing is already operating at meaningful scale. As of March 2026, the country had 67,323 shared bikes and 2.62 million active users, with the fleet around 45% larger than in September 2023. London alone accounts for more than 55,000 bikes.The shift towards electric is becoming increasingly visible. Within TfL’s Santander Cycles network, e-bikes accounted for just 7% of hires in 2023, rising to 11% in 2024 and 18% in the first nine months of 2025. Greater Manchester is
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