Thorsten Meyer analyzes Jack Clark’s recent essay, revealing a bivalent forecast for AI development with significant implications for the field.
The Latest
The Ghost Story Became a Forecast.
Saturation. The ten-essay framework, closed.
The ten-essay European sovereign-LLM framework has been finalized, with no new essays planned until external events occur in 2026, marking a strategic editorial saturation.
EuroHPC. The compute substrate.
An analysis of EuroHPC’s compute substrate, its current capabilities, structural challenges, and implications for Europe’s AI ambitions.
Anchor. The Schwarz Group model.
Analyzing Schwarz Group’s €11B investment in Europe’s largest data center and its potential as a scalable AI infrastructure template for Europe.
Portfolio. The synthesis.
A comprehensive analysis of six European institutional approaches to sovereign LLMs, offering strategic insights ahead of August 2026 AI regulation enforcement.
Apertus. The architectural template.
Apertus, developed by Swiss federal research institutions, is a novel open-data, multilingual AI model supporting 1,811 languages, aligning with European standards.
Q3 2026 SaaS Earnings Pre-Brief: The Litmus Test for the Agentic-Disruption Thesis
Preview of Q3 2026 SaaS earnings reveals key metrics testing the agentic-disruption thesis amid shifting SaaS economics and AI deployment trends.
Forward-Deployed Engineer Economics 2.0: The Unit Economics Math, Six Months Later
Six months after initial analysis, the economics of FDE roles reveal profitability depends on contract size and customer cohort, shaping AI enterprise scaling.
Technology operations signal monitor: Show HN: Kage – Shadow any website to a single binary for offline viewing
A new tool called Kage allows users to shadow any website into a single binary for offline access, targeting product and engineering leads at small software firms.
The Accessibility Questions Developers Should Ask Before Building XR Apps
Focusing on key accessibility questions ensures your XR app serves all users effectively, but understanding how to implement these features requires deeper exploration.
