2026
- Switchgear Jobs Behind the AI Order Book
- Where AI Products Turn Into Jobs
- Cisco's $9.3 Billion AI Order Year Included Nearly 4,000 Job Cuts
- Electricians Enter the AI Data Center Hiring Plan
- OpenAI 2024-2025: From Valuation Shock to Product-Stack Reality
- Google DeepMind After the 2023 Merger: Verified Outputs, Integration, and Open Questions
- Jensen Huang and NVIDIA: The Platform Behind the AI Infrastructure Boom
2025
- Anthropic valuation analysis: what the private-market numbers prove
- Greg Brockman at OpenAI: technical leadership, infrastructure, and governance
- Dave Munichiello and GV: An AI Portfolio Built Across the Stack
- Saam Motamedi: Greylock's Enterprise AI Thesis
- Eric Vishria at Benchmark: a source-bound operator and board-investor profile
- Anjney Midha: from a16z Oxygen to AMP's compute-and-capital strategy
- Konstantine Buhler and Sequoia's Agent Economy Thesis
- Clay Magouyrk's Oracle Cloud and Stargate Execution Test
- Scott Guthrie and Azure's AI Infrastructure Test
- Jensen Huang's NVIDIA Platform Strategy and Its Concentration Risks
- Larry Ellison, Oracle, and the Stargate Infrastructure Bet
- Matt Garman's AWS AI Infrastructure Strategy
- Jeff Dean: Google Chief Scientist, Papers and Engineering Work
- Mark Zuckerberg's Meta AI Strategy: From MSL to Muse
- Satya Nadella's Microsoft AI Strategy After the OpenAI Reset
- Mira Murati: Building Thinking Machines Lab After OpenAI
- Sundar Pichai and Alphabet: an evidence-based analysis of the AI-first strategy
- Elon Musk's xAI: Compute, Distribution and Governance
- TIME100 AI 2025: an evidence guide to 100 influential people in AI