René Lauritsen

May 1, 2026

Big Tech spent $700B on AI. NVDA fell 4.6%

Four hyperscalers confirmed a combined $650–725 billion in 2026 AI capex this week — the largest concentrated infrastructure spend in tech history. Alphabet ripped 10%. Meta dropped 9%

Apr 29, 2026

An AI deleted a company in 9 seconds

And that’s not even the worst thing that happened this week.

Apr 29, 2026

The 9-Second Extinction Event:A Practical AI Agent Governance Playbook

Nine seconds was all it took. Here’s what actually happened to PocketOS — and the five-rule governance policy that would have prevented it.

Apr 24, 2026

Software cracked. Memory printed. Now what?

The stack trade is over. Three lanes now — and your job this weekend is picking one.

Apr 22, 2026

Your Claude slowdown just got a $33B fix

Monday, Amazon wrote a cheque for up to $33 billion and Anthropic locked in 5 gigawatts of AWS capacity for a decade. That’s 2026’s real story: AI isn’t software anymore. It’s a utility — and the labs just admitted the pipes are full.

Apr 22, 2026

Why 2026 Is the Year AI Became a Utility

When a data centre runs out of power, they call it a brownout. When Anthropic ran out of compute last month, they called it “adaptive tuning.”

Apr 17, 2026

The Bottleneck Has Moved: Why Semi Equipment Is the 2026 AI Trade You’re Not Priced In On

The number that should have moved the market but didn’tTwo numbers landed this week and they matter in ways most coverage missed.

Apr 17, 2026

TSMC +58%. The market missed the real signal.

Both beat. Both raised. Only one got paid. That gap is this week’s trade. AI & robotics investing — explained so you can actually act on it.

Apr 15, 2026

The AI that hacked every major browser

And what it means for every company running an internal AI tool

Apr 14, 2026

Project Glasswing: What Anthropic’s Cybersecurity Gambit Means for Every Company Running AI

Claude Mythos Preview is Anthropic’s most capable model to date, and the first one they’ve chosen not to release publicly. Announced on 7 April 2026, it sits in a tier above Opus 4.6

Apr 10, 2026

Anthropic built an AI that hacks. Then gave it to defenders first.

The cybersecurity trade just flipped. Here’s who wins — and who doesn’t. This is the iPrompt.com - Friday Edition

Apr 8, 2026

The $401M company with two employees

And why Microsoft just open-sourced the kill switch for AI agents

Apr 7, 2026

Your AI Agents Are Ungoverned. The Regulators Are Coming.

What Microsoft’s Agent Governance Toolkit actually covers, what it doesn’t, and the five-step checklist your organisation should run before August 2, 2026.