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ALIA. The Spanish answer.

ALIA. The Spanish answer.

Spain’s ALIA-40B, trained on 9.37 trillion tokens, is Europe’s largest public AI initiative, emphasizing multilingual and Spanish-specific capabilities amid strategic positioning debates.
The Stanford AI Index 2026 Audit: Reading the Field’s Annual Report Card With a Critic’s Pen

The Stanford AI Index 2026 Audit: Reading the Field’s Annual Report Card With a Critic’s Pen

The Stanford AI Index 2026 was released three weeks ago, providing a comprehensive report on AI progress, performance, and policy. This analysis evaluates its methodology and implications.
The Ghost Story Became a Forecast.

The Ghost Story Became a Forecast.

Thorsten Meyer explains Jack Clark’s recent essay revealing a 60% chance of automated AI R&D by 2028 and the implications of a 40% fundamental paradigm limit.
Saturation. The ten-essay framework, closed.

Saturation. The ten-essay framework, closed.

The ten-essay European sovereign-LLM framework is now complete, with no further structural insights expected before key 2026 deadlines.
EuroHPC. The compute substrate.

EuroHPC. The compute substrate.

An analysis of EuroHPC’s compute substrate, its current capabilities, limitations for frontier AI training, and implications for Europe’s AI strategy.
Anchor. The Schwarz Group model.

Anchor. The Schwarz Group model.

Analyzing Schwarz Group’s €11B data center investment as a template for European industrial AI infrastructure, with insights on replication potential.
Portfolio. The synthesis.

Portfolio. The synthesis.

A comprehensive analysis of six European institutional AI projects reveals a strategic framework for compliance before the August 2, 2026 EU AI Act enforcement deadline.
Apertus. The architectural template.

Apertus. The architectural template.

Apertus, developed by the Swiss AI Initiative, is a federal-research AI model supporting 1,811 languages with open data and innovative compliance features, setting a new European standard.
Q3 2026 SaaS Earnings Pre-Brief: The Litmus Test for the Agentic-Disruption Thesis

Q3 2026 SaaS Earnings Pre-Brief: The Litmus Test for the Agentic-Disruption Thesis

Upcoming Q3 2026 SaaS earnings reports will reveal whether the agentic-disruption thesis is accelerating or stalling, impacting SaaS valuation and strategy.
Forward-Deployed Engineer Economics 2.0: The Unit Economics Math, Six Months Later

Forward-Deployed Engineer Economics 2.0: The Unit Economics Math, Six Months Later

An updated analysis of FDE unit economics reveals profitability at enterprise scale, but risks at lower contract values. Key insights for frontier AI labs.