Oracle found cash. Has AI found returns?

Customer prepayments, TSMC’s sales surge and Adobe’s conversion test. This week, follow the cash behind AI growth.

Customer Prepayments and the AI Cash Test

How to distinguish better funding from better economics, using Oracle’s latest results as the starting point.

Astra is here. Who checks the work?

Astra arrived last Thursday with better computer-use results. Here’s the test that matters to your business: when the machine finishes faster, how much work is left for the person checking it?

The cost of checking AI work

Two AI pilots can produce equally impressive demos and very different savings. Count the human attention needed to accept the work, then test whether the economics survive ordinary mistakes.

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The AI Financing Loop: Who Bears the Default?

A five-question test for separating self-funded demand from supplier-supported demand – and what it says about Nvidia, Broadcom and the next leg of the AI buildout.