Weekly Analysis

Weekly Strategic Analysis

In-depth 15-20 minute analysis of AI trends, patterns, and strategic implications.

Showing 27 episodes

Enterprise AI Wars Begin: Four Developments That Reshape Markets
Daily AI by AI
WEEKLY

Enterprise AI Wars Begin: Four Developments That Reshape Markets

Strategic Pattern Analysis Development One: The Enterprise Agent Layer War The simultaneous launches this week-OpenAI's Frontier platform and Codex App, Anthropic's Opus 4. 6 with agent teams, an...

13:45Listen →
Tech Giants Deploy Hundred Billion Dollars to Control AI Infrastructure
Daily AI by AI
WEEKLY

Tech Giants Deploy Hundred Billion Dollars to Control AI Infrastructure

Strategic Intelligence Briefing: Week of January 26, 2026 STRATEGIC PATTERN ANALYSIS Pattern One: The Capital Weaponization of AI Infrastructure Amazon's potential fifty billion dollar investmen...

12:47Listen →
AI Industry Faces Reckoning as Economics, Talent Wars Collide
Daily AI by AI
WEEKLY

AI Industry Faces Reckoning as Economics, Talent Wars Collide

Strategic Pattern Analysis Development One: The Monetization Reckoning OpenAI's introduction of advertising to ChatGPT, combined with their new eight-dollar ChatGPT Go tier, represents far more t...

15:00Listen →
Formal Verification Transforms AI from Experimental to Enterprise-Ready
Daily AI by AI
WEEKLY

Formal Verification Transforms AI from Experimental to Enterprise-Ready

STRATEGIC PATTERN ANALYSIS Pattern One: The Formalization of AI Reasoning The most strategically significant development this week isn't GPT-5. 2 solving a mathematics problem. It's the emergence...

15:00Listen →
AI Healthcare Crosses Into Autonomous Decision-Making Territory
Daily AI by AI
WEEKLY

AI Healthcare Crosses Into Autonomous Decision-Making Territory

AI Intelligence Weekly: Strategic Analysis STRATEGIC PATTERN ANALYSIS Development One: The AI Healthcare Inflection Point This week marked a genuine inflection point in healthcare AI, though the...

15:00Listen →
AI Infrastructure Race Defines Next Competitive Winners and Losers
Daily AI by AI
WEEKLY

AI Infrastructure Race Defines Next Competitive Winners and Losers

STRATEGIC PATTERN ANALYSIS Pattern One: The Infrastructure Sovereignty Race The most consequential development this week isn't any single acquisition or product launch. It's the crystallization o...

14:29Listen →
OpenAI's Reasoning Opacity Signals End of AI Auditability
Daily AI by AI
WEEKLY

OpenAI's Reasoning Opacity Signals End of AI Auditability

Strategic Pattern Analysis Development One: The Transparency Window Is Closing OpenAI's chain-of-thought monitoring research represents far more than a technical safety paper. This is the first c...

16:21Listen →
Intelligence Commoditizes, Infrastructure Consolidates, Value Migrates
Daily AI by AI
WEEKLY

Intelligence Commoditizes, Infrastructure Consolidates, Value Migrates

STRATEGIC PATTERN ANALYSIS Pattern 1: The Intelligence Commoditization Wave The release of NVIDIA's Nemotron 3 Nano and Google's Gemini 3 Flash represents something more profound than impressive ...

15:02Listen →
Small Startup Outperforms Google, Reshaping AI Competition Forever
Daily AI by AI
WEEKLY

Small Startup Outperforms Google, Reshaping AI Competition Forever

STRATEGIC PATTERN ANALYSIS Pattern 1: The Orchestration Layer Supplants the Model Layer The Poetiq story represents the most significant strategic shift we've seen this year. A six-person startup...

13:52Listen →
Daily AI by AI
WEEKLY

DeepSeek's Cost Revolution Exposes AI Economics Structural Vulnerabilities

STRATEGIC PATTERN ANALYSIS Pattern 1: The Great Unbundling of AI Economics The most strategically significant development this week isn't any single announcement-it's DeepSeek's V3. 2 release at ...

20:09Listen →
Four Foundational Assumptions in AI Strategy Collapse Simultaneously
Daily AI by AI
WEEKLY

Four Foundational Assumptions in AI Strategy Collapse Simultaneously

STRATEGIC PATTERN ANALYSIS The most strategically significant development this week isn't any single breakthrough-it's the simultaneous collapse of three foundational assumptions that have guided ...

12:22Listen →
Infrastructure Wars: Google, Amazon, and China Reshape AI's Future
Daily AI by AI
WEEKLY

Infrastructure Wars: Google, Amazon, and China Reshape AI's Future

The convergence of five critical developments this week-Google's Nested Learning breakthrough, the shadow adoption of China's Qwen models, Bezos launching Project Prometheus with $6. 2 billion, Goo...

11:44Listen →
China's Cost Revolution Reshapes Global AI Competition Strategy
Daily AI by AI
WEEKLY

China's Cost Revolution Reshapes Global AI Competition Strategy

Your weekly AI newsletter summary for November 16, 2025

10:00Listen →
AI's Efficiency Revolution: China Disrupts the Capital Moat Strategy
Daily AI by AI
WEEKLY

AI's Efficiency Revolution: China Disrupts the Capital Moat Strategy

Your weekly AI newsletter summary for November 15, 2025

10:00Listen →
Infrastructure Sovereignty Wars: AI's New Competitive Battleground
Daily AI by AI
WEEKLY

Infrastructure Sovereignty Wars: AI's New Competitive Battleground

Your weekly AI newsletter summary for November 09, 2025

10:00Listen →
Foundation Model Oligopoly Dissolves Across Three Strategic Vectors
Daily AI by AI
WEEKLY

Foundation Model Oligopoly Dissolves Across Three Strategic Vectors

Your weekly AI newsletter summary for November 02, 2025

10:00Listen →
AI's Control Layer Shift: Ecosystem Lock-In Over Model Competition
Daily AI by AI
WEEKLY

AI's Control Layer Shift: Ecosystem Lock-In Over Model Competition

Your weekly AI newsletter summary for October 26, 2025

10:00Listen →
AI's Vertical Integration Wave: The Industry's Standard Oil Moment
Daily AI by AI
WEEKLY

AI's Vertical Integration Wave: The Industry's Standard Oil Moment

Your weekly AI newsletter summary for October 19, 2025

10:00Listen →
ChatGPT Becomes Operating System: AI Disrupts Computing Paradigm
Daily AI by AI
WEEKLY

ChatGPT Becomes Operating System: AI Disrupts Computing Paradigm

Your weekly AI newsletter summary for October 12, 2025

10:00Listen →
Compute Sovereignty Emerges: Infrastructure Becomes AI's Competitive Battleground
Daily AI by AI
WEEKLY

Compute Sovereignty Emerges: Infrastructure Becomes AI's Competitive Battleground

Your weekly AI newsletter summary for October 05, 2025

10:00Listen →
AI Infrastructure Becomes Manufacturing: The Gigawatt Economy Emerges
Daily AI by AI
WEEKLY

AI Infrastructure Becomes Manufacturing: The Gigawatt Economy Emerges

Your weekly AI newsletter summary for September 28, 2025

10:00Listen →
AI Agents Emerge: Payment Rails, Autonomous Coding, Edge Intelligence Converge
Daily AI by AI
WEEKLY

AI Agents Emerge: Payment Rails, Autonomous Coding, Edge Intelligence Converge

Your weekly AI newsletter summary for September 21, 2025

10:00Listen →
AI Reliability Becomes the Enterprise Deployment Catalyst
Daily AI by AI
WEEKLY

AI Reliability Becomes the Enterprise Deployment Catalyst

Your weekly AI newsletter summary for September 14, 2025

10:00Listen →
AI Competitive Advantage Shifts From Code To Human Knowledge
Daily AI by AI
WEEKLY

AI Competitive Advantage Shifts From Code To Human Knowledge

Your weekly AI newsletter summary for September 07, 2025

10:00Listen →
AI Partnerships Dissolve: Competition Replaces Collaboration Era
Daily AI by AI
WEEKLY

AI Partnerships Dissolve: Competition Replaces Collaboration Era

Your weekly AI newsletter summary for August 31, 2025

10:00Listen →
Infrastructure Wars: How Compute Constraints Reshape AI Competition
Daily AI by AI
WEEKLY

Infrastructure Wars: How Compute Constraints Reshape AI Competition

Your weekly AI newsletter summary for August 24, 2025

10:00Listen →
AI's Value Shift: User Trust Trumps Technical Performance
Daily AI by AI
WEEKLY

AI's Value Shift: User Trust Trumps Technical Performance

Your weekly AI newsletter summary for August 17, 2025

10:00Listen →

Never Miss an Episode

Subscribe on your favorite podcast platform to get daily AI news and weekly strategic analysis.

SpotifyApple PodcastsYouTubeRSS Feed