Investment Research:
AI

Artificial Intelligence & Robotics

04 December 2025

Your Code Is Too Slow: Anthropic Takes The Lead

Anthropic is acquiring Bun, a high-performance JavaScript runtime, to supercharge its coding agent Claude Code, which ha...

Artificial Intelligence & Robotics

20 November 2025

What’s the deal(s) about AI inference ?

The AI inference narrative is overtaking the training-focused story. This signals the incoming large-scale deployme...

Artificial Intelligence & Robotics

10 November 2025

Software eats AI, Act II: The vertical feast begins

The whole labor market (worth $11tn in the U.S. alone) is the real feast for AI, not infrastructure.

Artificial Intelligence & Robotics

30 September 2025

Is the mania phase finally starting for AI?

Exuberance is evident, but not universal - leaving room for opportunity.

Artificial Intelligence & Robotics

16 June 2025

AI & Robotics - Innovation over taxation

Geopolitics should not obfuscate the effervescent innovation and associated bright outlook for the AI & Robotics the...

Artificial Intelligence & Robotics

10 May 2025

Software eats AI: verticalization drives value

Tech giants' latest results confirm that sector-specific solutions are yielding superior returns in AI.

Artificial Intelligence & Robotics

28 February 2025

Verticalization: The Next Frontier of AI Value Creation

Beyond foundation models: how Nvidia's record Blackwell results signal the acceleration of industry-specific AI and the...

Artificial Intelligence & Robotics

11 February 2025

What if your next drivers were Chinese robots?

With its new autopilot technology targeting its entire product line, BYD sends a message to the world: Chinese technolog...

Artificial Intelligence & Robotics

28 January 2025

DeepSeek, far from an AI-pocalypse

The release of a model competitive with market leaders - but at a fraction of the cost - is a blessing that will enable...

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