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Money and markets: all our articles

All 53 Alyriaz articles on the “Money and markets” topic: news, analysis and explainers, newest first. To stay up to date, you can get an alert as soon as a new article on this topic is published.

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  1. · Vision

    Can one person's progress make others poorer?

    The AI race is making phones disappear for the poorest, without anyone intending it. How progress produces invisible losers.
  2. · Business

    Instinct, the AI that runs your errands, is worth $10bn

    Instinct calls, books and cancels on your behalf. Valued at $10 billion, a month after $2.5bn. What it does, and what you hand over to it.
  3. · Business

    In China, the stock market now sees only AI

    In China, AI-related stocks have doubled while consumer stocks hit a ten-year low. What that says about money and AI.
  4. · Vision

    Everything will get cheaper. Even your job?

    AI makes a lot of things cheaper, including human labour. Good news when you're buying, bad news when you're selling. Who comes out ahead in the exchange?
  5. · Society

    Twenty-eight billion in spending in a single quarter, financed by debt

    Oracle has posted a quarter with $28.5 billion in capital expenditure, more than triple last year's figure, and interest expenses up 55%. We analyse what these figures reveal about the financing of infrastructure.
  6. · Society

    India bets 13.5 billion on its semiconductors

    India has announced a second phase of its semiconductor programme, worth $13.5 billion over twelve years, with commitments from foreign equipment makers. We analyse this strategy.
  7. · Society

    A startup is valued at 1.4 billion and doesn't train any model from scratch

    A young Chinese company reaches a $1.42 billion valuation in seven months by specialising open models rather than training them. We analyse this model and what it reveals.
  8. · Society

    A company moves to Germany to reassure its clients

    An AI platform is moving its US parent company to Germany to address its customers' concerns about the Cloud Act. We analyse what this move reveals.
  9. · Society

    The standards body of the three big laboratories treated as a cartel

    The three main labs are working on a pre-deployment testing body inspired by FINRA. Cohere's chief executive sees it as a cartel. We analyse both positions.
  10. · Society

    517 billion compute commitments, and tighter quotas the same week

    Anthropic disclosed around $517 billion in compute commitments in the week it tightened usage limits on its coding tool. We look at what those two facts say together.
  11. · Society

    Apple hands Siri to Gemini: the end of a strategy

    The new Siri, powered by Gemini, has gone live. We analyse what this decision means for Apple's privacy strategy and for the balance of the assistant market.
  12. · Explainers

    How to read an AI company's figures

    The financial announcements from AI labs mix together very different metrics. We explain what each one measures, what it conceals, and which ones deserve your attention.
  13. · Society

    128,000 tech job cuts, and the year isn't over yet

    More than 128,000 tech job cuts have been recorded since January 2026, exceeding the total for 2025. We analyse what these figures tell us, and above all what they do not allow us to conclude.
  14. · Society

    Anthropic tells its investors it was profitable in the second quarter, with gross margins above 80%

    According to the Financial Times, Anthropic has told its investors it is targeting profitability in the second quarter, with gross margins above 80% on $11.5 billion in revenue. We explain why the margin is the decisive figure.
  15. · Vision

    Who owns a research question?

    When a team with considerable resources takes up a question others are already working on, the notion of scientific priority wobbles. We examine what the race changes in research.
  16. · Models

    Qualcomm and Amazon team up on inference chips

    Qualcomm and AWS have announced a collaboration to jointly design chips dedicated to inference. We analyse what this tie-up reveals about the reshaping of the silicon market.
  17. · Society

    Google tells 450 million Europeans that search is getting worse because of regulation

    Google has informed European users that some search features would be degraded due to regulatory obligations. We analyse the argument, its share of truth, and the tactic.
  18. · Vision

    Do you have to be the best to count?

    Faced with American and Chinese investments on an entirely different scale, we examine what it means to count in a competition one cannot win, and what sovereignty truly demands.
  19. · Society

    China aims to quadruple its computing power by 2030

    China's Ministry of Industry has unveiled a plan targeting 9,800 exaflops of computing capacity by 2030, with 3.8 trillion yuan in investment. We break down the figures and what they imply.
  20. · Society

    Mistral raises €3 billion, the largest European tech funding round

    Mistral has announced a €3 billion funding round valuing the company at over €21 billion, billed as the largest ever raised by a European tech firm. We look at what this changes and what it doesn't.

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