A living board for operators: what big desks are saying about AI and big tech, how tape and narratives diverge, and where the absurd launches hide.
1 · Compute & infrastructure chips · memory · networking · power
2 · Hyperscalers & cloud the platforms running AI
3 · Model labs & AI pure-plays the model makers & AI-native names
4 · AI software & applications AI applied across the enterprise
5 · The broader market AI-adjacent big caps beyond tech
Not investment advice — a read model. Pair what cable is shouting with how liquid AI-adjacent names tend to move when that bucket dominates.
Tap any theme for the full read — what it touches, what to watch, and the sources behind it.
Representative samples aligned to each outlet’s real technology & AI coverage. Cards link to the publisher’s desk — not a fabricated article URL. Two desks at a time; the strip auto-advances one card every few seconds. Hover or keyboard focus inside the carousel pauses.
Grid interconnection queues, nuclear restart rumors, and the eternal question: who actually owns the PUE number on slide 14?
When “power” becomes the lede, finance finally admits infra was always physics with a CapEx problem.
Earnings call bingo: “inference,” “multimodal,” “prudent,” and the silent prayer that R&D stops growing faster than revenue.
If margin commentary needs a decoder ring, your “AI-first” slide is mostly a font choice.
Contract clauses, data residency, and the slow realization that “EU sovereign cloud” is a lifestyle, not a SKU.
Great for compliance LinkedIn. Bad for “we’ll just VPN the training set” cosplay.
Press release promises 10× productivity; footnote promises “human in the loop” until the loop is mostly interns.
If your GTM is “we replaced middle management with JSON,” middle management will simply become JSON maintenance.
NPU marketing vs. your pocket becoming a gentle warming plate for investor decks.
On-device is great until support asks you to reboot your personality.
Science Twitter meets cap tables — everyone agrees something is asymptotic; nobody agrees which axis.
When the paper is honest and the press release isn’t, buy popcorn not calls.
Where the ecosystem invents new nouns — agents renting humans, “sovereign” spreadsheets, and other signs we’re living in a VC fever dream.
ADC: Finally, gig work for people who thought “human in the loop” was a career path.
ADC: Shipped as “AI project management.” It’s actually HR with JSON.
ADC: Compliance vendors win; clarity loses; your roadmap gains seventeen new swimlanes.
ADC: Maturity models are horoscopes for procurement committees.
ADC: If your title contains “acceleration,” you are not fixing latency — you are the latency.
ADC: Helpful is not harmless when helpful ships to eight billion people overnight.
A rolling feed of what the desks are covering right now. Tap any card to open the read in the side rail — source, the gist, and the link out.