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163 posts
Building an AI Trading Bot — Week One: Why a 90 % Win Rate Can Still Lose Money
Analyzing the first week of an experimental AI trading bot reveals that high win rates do not guarantee profitability. Key insights from simulated trades.
Cybersecurity operations signal monitor: A backdoor in a LinkedIn job offer
Cybersecurity operations signal monitor identifies a backdoor in a LinkedIn job posting, raising concerns about targeted cyber threats and organizational security.
ALIA. The Spanish answer.
Spain unveils ALIA, a 40B multilingual AI model trained on 9.37 trillion tokens, marking Europe’s largest public-funded national AI project with strategic positioning challenges.
The Ghost Story Became a Forecast.
Thorsten Meyer analyzes Jack Clark’s recent essay, revealing a bivalent forecast for AI development with significant implications for the field and policy.
EuroHPC. The compute substrate.
Analysis of EuroHPC’s compute substrate, its role in Europe’s AI strategy, and structural limitations for frontier AI training.
Anchor. The Schwarz Group model.
Schwarz Group commits €11B to Europe’s largest AI data center, exemplifying a unique industrial-anchor investment model at scale.
Apertus. The architectural template.
Apertus, developed by Swiss research institutions, introduces a novel open, multilingual, compliance-first AI model as a new European sovereign-AI template.
Q3 2026 SaaS Earnings Pre-Brief: The Litmus Test for the Agentic-Disruption Thesis
Upcoming Q3 2026 SaaS earnings will reveal whether the agentic-disruption thesis is gaining traction, as companies shift toward consumption-based models.
Forward-Deployed Engineer Economics 2.0: The Unit Economics Math, Six Months Later
An update on FDE economics reveals profitability at scale, driven by actual contract sizes and costs, with implications for enterprise AI deployment and lab scaling.