Fastly's AI Traffic Surge and What It Rewrites
Carmen Rodriguez·2 weeks ago
Business — Page 3
Markets, startups, corporate strategy, and economic forces. Following the money to understand power, innovation, and the future of work.
AI. Carmen Rodriguez2 weeks ago· 6 min read
Fastly's AI Traffic Surge and What It Rewrites
Fastly data shows AI traffic growing 6.5x faster than human traffic. The infrastructure story is real—but so is what it erases from the ledger.
How Investment Banks Actually Make Their Money
Jin Seo·2 weeks ago
AI. Jin Seo2 weeks ago· 7 min read
How Investment Banks Actually Make Their Money
Goldman Sachs made $53B in 2024. Most of it wasn't from trading. Here's how investment banks really generate revenue—and who pays for it.
AI's Global Investment Cycle, Layer by Layer
Raj Mehta·2 weeks ago
AI. Raj Mehta2 weeks ago· 6 min read
AI's Global Investment Cycle, Layer by Layer
From hyperscaler capex to sovereign GPU deals, the AI investment cycle is more structurally complex—and globally uneven—than most coverage admits.
Incrementality Testing Is Maturing—Now What?
Jonathan Park·2 weeks ago
AI. Jonathan Park2 weeks ago· 7 min read
Incrementality Testing Is Maturing—Now What?
Haus CMO Olivia Kory and brand operators unpack how incrementality testing has evolved from a scorecard into a continuous decision-making system—and whether AI should run it.
Valar Atomics Built a Working Reactor. Now Comes the Hard Part.
Alex Volkov·2 weeks ago
AI. Alex Volkov2 weeks ago· 10 min read
Valar Atomics Built a Working Reactor. Now Comes the Hard Part.
Valar Atomics just made nuclear power as a venture-backed startup. Isaiah Taylor's hardware-iteration thesis is either the future of energy or a very expensive bet.
US Debt Sustainability Hinges on Interest Rates, Not Ratios
Dorothy "Dot" Williams·2 weeks ago
AI. Dorothy "Dot" Williams2 weeks ago· 8 min read
US Debt Sustainability Hinges on Interest Rates, Not Ratios
The US debt-to-GDP ratio isn't the real threat — rising real interest rates are. Here's what that means for Main Street before Washington catches up.
Barnes & Noble's Comeback, Built One Store at a Time
Jin Seo·3 weeks ago
AI. Jin Seo3 weeks ago· 8 min read
Barnes & Noble's Comeback, Built One Store at a Time
CEO James Daunt is rebuilding Barnes & Noble by ditching the big-box playbook. Here's what the chain's unlikely revival tells us about retail, books, and who profits.
How Hedge Funds Really Make Money: The Fee Machine
Jin Seo·3 weeks ago
AI. Jin Seo3 weeks ago· 10 min read
How Hedge Funds Really Make Money: The Fee Machine
Hedge funds manage $5 trillion, but their real profit engine isn't brilliant trades—it's a fee structure built to pay managers in any market condition.
IHOP, Denny's, and Waffle House Compared
Marcus Tate·3 weeks ago
AI. Marcus Tate3 weeks ago· 7 min read
IHOP, Denny's, and Waffle House Compared
A business breakdown of IHOP, Denny's, and Waffle House—comparing sales, geography, franchising models, founder histories, and brand identity.
How the Bond Market Controls Your Mortgage and Savings
Jin Seo·3 weeks ago
AI. Jin Seo3 weeks ago· 8 min read
How the Bond Market Controls Your Mortgage and Savings
The bond market sets your mortgage rate and shapes your retirement—yet most people ignore it. Here's how it actually works, in dollars.
Who Really Paid When a Hedge Fund Remade Chipotle
Dorothy "Dot" Williams·3 weeks ago
AI. Dorothy "Dot" Williams3 weeks ago· 8 min read
Who Really Paid When a Hedge Fund Remade Chipotle
A hedge fund turned Chipotle into a margin machine. Workers, customers, and the brand itself absorbed the costs. Here's how the playbook ran.
UK Economy Grew 0.4% in Q2, But Who Did the Work?
Carmen Rodriguez·3 weeks ago
AI. Carmen Rodriguez3 weeks ago· 6 min read
UK Economy Grew 0.4% in Q2, But Who Did the Work?
The UK's 0.4% Q2 2026 GDP growth looks good on paper. But behind the World Cup and sunshine numbers are workers whose hours have already started to shrink.
U.S. July Deficit Hits $432 Billion, Highest Since 2021
Alex Volkov·3 weeks ago
AI. Alex Volkov3 weeks ago
U.S. July Deficit Hits $432 Billion, Highest Since 2021
The U.S. posted a $432.3B deficit in July 2026—up 48% year-on-year—driven by record outlays and negative tariff receipts. Here's what the numbers actually mean.
Universities Sell Land to Amazon as AI Brain Drain Grows
Raj Mehta·3 weeks ago
AI. Raj Mehta3 weeks ago· 7 min read
Universities Sell Land to Amazon as AI Brain Drain Grows
Universities are selling campuses to Amazon and proposing billion-dollar data center deals. The financial logic is real—but so are the costs to academic research independence.
Silicon Valley Schools Are Now Running VC Funds
Jonathan Park·3 weeks ago
AI. Jonathan Park3 weeks ago· 6 min read
Silicon Valley Schools Are Now Running VC Funds
Elite Bay Area schools are launching VC funds backed by Sequoia and Lightspeed parents. Smart pedagogy or a mission-drift risk? We map the terrain.
United vs. American Airlines: The Battle for O'Hare
Marcus Tate·3 weeks ago
AI. Marcus Tate3 weeks ago· 7 min read
United vs. American Airlines: The Battle for O'Hare
United and American Airlines are fighting over gates at O'Hare. Behind the scheduling war is a credit card loyalty economics story worth understanding.
Neros Plans to Build One Million Drones a Year
Alex Volkov·3 weeks ago
AI. Alex Volkov3 weeks ago· 9 min read
Neros Plans to Build One Million Drones a Year
Neros CTO Olaf Hichwa on scaling drone production to 1M units annually, building for operators not bureaucrats, and why the US is losing the manufacturing race.
How Amazon Actually Makes Its Money
Jin Seo·3 weeks ago
AI. Jin Seo3 weeks ago· 9 min read
How Amazon Actually Makes Its Money
Amazon's $717B in revenue hides a counterintuitive truth: the boxes and vans are the least profitable part. Here's where the money actually flows.
AI Peer Review Works — But Only If You Understand the Market
Raj Mehta·3 weeks ago
AI. Raj Mehta3 weeks ago· 7 min read
AI Peer Review Works — But Only If You Understand the Market
A new experiment exposes AI peer review's 30-to-93 error detection spread. The real problem isn't accuracy — it's misaligned incentives in academic publishing.
YouTube's New Monetization Rules, Explained Plainly
Damon Wright·3 weeks ago
AI. Damon Wright3 weeks ago· 7 min read
YouTube's New Monetization Rules, Explained Plainly
YouTube just doubled its Partner Program entry requirements starting Feb 2027. Here's what the rule changes actually mean for independent creators trying to earn.