Skip to content

Topic · Themes

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.

Filter in the library

  1. · Models

    Nvidia invests $3.5 billion in MediaTek to defend its position

    Nvidia partners with MediaTek in a deal reported at $3.5 billion, as its key customers develop their own silicon. We analyse this defensive strategy.
  2. · Society

    The languages the big models ignore

    State-of-the-art models perform poorly in most of the world's languages. We explain why, what it costs hundreds of millions of people, and why local players are stepping in.
  3. · Society

    Apple changes boss on the day its AI lag becomes a problem

    John Ternus becomes Apple's CEO on 1 September 2026. We analyse the AI portfolio he inherits, caught between a privacy-focused stance and functional lag.
  4. · Society

    Three years of AI in the enterprise, and almost no measurable productivity gains

    A survey by the US National Bureau of Economic Research reports that the vast majority of executives surveyed see no effect of AI on their productivity or on employment. We analyse this puzzling result.
  5. · Society

    Nvidia acquires Hugging Face: chipmaker buys the public square of open models

    Nvidia has announced the acquisition of Hugging Face, a central platform in the open-weight model ecosystem. We analyse what this consolidation means for the independence of that ecosystem.
  6. · Society

    Thomson Reuters builds its own model that only talks about law

    Thomson Reuters has announced its first proprietary model, trained from an open base on decades of in-house legal content. We analyse what this move reveals about the value of specialised data.
  7. · Models

    Meta bets on cheaper rather than better

    Meta is churning out code-focused models, betting on price rather than cutting-edge performance. We analyse this positioning and what it reveals about real-world usage.
  8. · Models

    New wave of price cuts: flagship models are becoming significantly cheaper

    OpenAI has cut the price of its most powerful model by more than 20%, with a promotion announced until November. Google and Meta are following similar strategies. We analyse this shift in the price war.
  9. · Society

    Anthropic is preparing an IPO that could break all records

    According to Bloomberg, Anthropic could file its IPO documents as early as the end of August, in a deal that would match or exceed the record set by SpaceX. We analyse the figures and what the listing will entail.
  10. · Society

    Data labelling is now worth $20 billion

    A data-labelling company for AI is reportedly valued at around $20 billion, double what it was nine months ago. We analyse what this valuation reveals about the role of human labour in the chain.
  11. · Models

    DeepSeek raises prices by 93%: has the price war hit rock bottom?

    DeepSeek raised the price of its Flash model by 93% on 14 August, while other players are still cutting theirs. We analyse what this reversal reveals about the real economics of inference.
  12. · Society

    Anthropic reports its first profit, two years ahead of its own schedule

    Anthropic has announced for the second quarter of 2026 a revenue of $10.9 billion and its first operating profit, two years ahead of its forecasts. We analyse these figures, their caveats, and the infrastructure commitments that accompany them.
  13. · Models

    Will Gemini 3.5 Pro ever be released? The most anticipated model of 2026 is still nowhere to be found.

    Three months after its announcement, Gemini 3.5 Pro is still unavailable. Delays keep piling up, rumours of abandonment are circulating, and Google is no longer giving a date. Here's the full rundown on this case and what it reveals.
  14. · Explainers

    What is a "foundation model"? The building block on which everything else is built

    The term "foundation model" refers to a general-purpose model trained at very large scale, then adapted to many tasks. We explain this concept and why it underpins the entire sector's economy.
  15. · Society

    Anthropic hires a former Supreme Court judge: the signal behind the appointment

    Anthropic has appointed a former state Supreme Court judge to a newly created role of director of global affairs. We analyse what this hire reveals about the sector's priorities.
  16. · Society

    OpenAI heading for an IPO: what the document will reveal

    OpenAI is reportedly targeting an IPO as early as September 2026, with a prospectus expected in the coming weeks. We explain what this document will force the company to disclose, and why it's the most illuminating event of the year for understanding the AI economy.
  17. · Society

    AI and journalism: what’s really at stake in the newsroom

    There are fears that AI will replace journalists. The real upheaval lies elsewhere: in the collapse of the economic model that funded the news. We analyse what is actually changing in newsrooms.
  18. · Society

    Voice is becoming the primary interface for AI, and investors understood this before we did.

    Voice startups raised roughly $7 billion in the first quarter of 2026, up from $1 billion a year earlier. We analyse why voice is becoming the preferred interface for AI agents, and what this shift changes in practice.
  19. · Explainers

    Training and inference: the two costs of AI that everyone keeps confusing

    There's a lot of talk about the cost of training models, but rarely about the cost of their daily use. We explain the difference between training and inference, why the latter now dominates the AI economy, and what that implies.
  20. · Vision

    Why is AI moving so fast?

    Why does the pace of AI seem to be accelerating rather than slowing down? We identify four feedback loops that feed off each other, and we examine what could slow them down.

Other topics in “Themes”

All the other topics

Every article, month by month →