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Leandro Oliva
Wall Street’s Biggest Exchanges Are Racing to Turn AI Compute Into a Commodity
ICE and CME both want to trade GPU hours like crude oil. The analogy is more revealing than its promoters intend.
Jul 6
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Leandro Oliva
June 2026
Nadella warns against AI concentration, and describes Microsoft’s ideal world doing it
The remedy he wants, cheaper models and broader access, commoditizes his suppliers and appreciates the layer Microsoft owns
Jun 22
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Leandro Oliva
The AI Frontier Europe Can Actually Win
The worldwide shutdown of Mythos 5 and Fable 5 confirmed what Europe already feared about its dependence on US AI. The fix everyone's reaching for may…
Jun 13
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Leandro Oliva
Coding Agents Have a Memory Problem. Three Companies Are Selling the Fix.
Stack Overflow wants agents to build a shared commons. Context7 keeps the docs fresh; Cloudflare locks the knowledge inside your team.
Jun 11
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Leandro Oliva
The Same People Get Rejected Everywhere
A landmark study of 4 million job applications finds that when employers screen candidates with the same AI vendor, the same people get filtered out…
Jun 6
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Leandro Oliva
1
Publishers Make Big Moves in the Struggle With AI
A coalition scaled, a regulator acted, an editor spoke. So why is no one cutting the deal that matters?
Jun 4
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Leandro Oliva
May 2026
What DeepSeek’s 75% Price Cut Says About the Real Cost of AI
Last week’s question was what AI costs. This week’s answer came from Hangzhou. The Western reading of it deserves a careful look.
May 26
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Leandro Oliva
After Google I/O, Publishers Are Out of Time. But There Is a Roadmap.
The pay-per-crawl web already has its toll collectors. Publishers don’t yet have a broker — and the window to build one is closing.
May 25
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Leandro Oliva
Why Your AI Bill Is About to Look Very Different
The flat-rate subscription was the customer acquisition phase. What comes next is the bill.
May 25
•
Leandro Oliva
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