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The New Measure of Cyber Recovery: Can the Business Get Back to Work?
A cyberattack is more likely to interrupt today's enterprise than the natural disasters business continuity programs were originally built around. Enterprises still need to prepare for fires, floods, earthquakes, power failures and other physical events.
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IBM Opens the Mainframe to Arm - and Widens Z's Moat
IBM's announcement at Hot Chips will likely be positioned by observers as a processor story. But there's a more strategic meaning to this move in our view. Specifically, IBM is using Arm to widen the mainframe's application space without weakening its mis
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Google Shipped a Sovereign Mesh With a Kill Switch
Google shipped a "Sovereign Agent Mesh" with a remote kill switch and a 24-hour self-destruct. Then you find the same thing sitting in the terms of service you already signed. Last week Google engineers open-sourced SAM - the Sovereign Agent Mesh. Peer-to
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324 Breaking Analysis From Tokenmaxxing to Sovereign Alpha: Who Controls Your AI Economics?
The AI industry wants enterprises to measure progress in tokens, model calls and usage. But those are largely vendor-revenue metrics-not enterprise-value metrics. Canva shows why. On August 6th, The Information reported that Canva cut its 2026 revenue-gro
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Ecosystem Lock-Up: Own the Core, Rent the Edges, Know the Difference
Stanford HAI published the first systematic survey of the commercial "sovereign AI" market (issue brief, July 15). The finding, in their words: these offerings reconfigure dependence rather than eliminate it. 1 Three numbers to carry into your next procur
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