#Growth #Capital Stacks For #Atoms  #Fervo #Hadrian and #RocketLabs
- There’s been a discernible shift in capital allocation from bits-based businesses to atoms-based businesses over the last few years.
akashbajwa.co/p/capital-stac…

#State of Developer Experience Report 2026
- AI makes individual work faster, but also adds pressure to existing bottlenecks. 49% of #developers say they spend 4+ hours per week reviewing AI output, correcting prompts, and more.
atlassian.com/teams/software…

#Supply - Demand #Case for Industrial Batteries
- How batteries can deliver speed to power for data centers through peak shaving
- US energy demand has been flat for nearly 2 decades, but is now expected to grow at 2.5-3.5% CAGR
selinasstack.substack.com/p/the-case-for…

#Perspective #There’s a market for more markets
- Perps are a preview of what else we could trade.
- The unit: the underlying exposure (e.g., a company’s cash flows, a barrel of oil, an election outcome, a borrower’s credit, a GPU-hour)

a16zcrypto.substack.com/p/finances-nex…

#Clouded Judgement - #Decision Models: The Next Shoe to Drop
- Seems like the two hottest trends these days are personal AIs (Instinct, Muse, Grok Bot, Dots from OpenAI, etc) and Decision Models like Jev.
cloudedjudgement.substack.com/p/clouded-judg…

#Build, deploy, leading teams : AI in Practice Survey 2026
- We surveyed 455 technical builders to map where adoption is happening, where the gaps are, and how teams are hardening and scaling AI in practice. Here’s what we found
theoryvc.com/blog-posts/ai-…
theoryvc.com/surveys/ai-in-…

#Energy #Transformer #Steel Becomes a Trade Flashpoint in Europe - Grid transformers remain in short supply
- Grain-oriented electrical steel #GOES - Key ingredient in the majority of the world’s transformers—and in Europe,
spectrum.ieee.org/transformer-sh…

#Software #Your #Moat Is Dead. Anyone Can Rebuild Your Product.
- AI just made rewriting Photoshop a side project for a dozen engineers. That kills one kind of defensibility and makes every other kind more valuable.
substack.com/home/post/p-21…

#Supplychain report: #British Standards Institution Building for disruption: the new outlook for supply chain resilience
- 54% said their supply chain risk management tends to be reactive rather than proactive.
bsigroup.com/siteassets/pdf…
bsigroup.com/en-GB/insights…

#Advertising - As agencies push agentic media future, execs work to ward off client rogue fears
- I think that segmentation in its natural stage, from an audience perspective, has kind of gone by the wayside.
digiday.com/media-buying/a…

#Supplychain stress tests are becoming more powerful and accurate
- Digital twins, AI and control towers can help companies test vulnerabilities, compare response options and weigh the costs of building a more resilient supply chain.
scmr.com/article/supply…

#Market #PC shipments tumble over 20% in 3Q26 as chip shortages bite - top three PC vendors ship 11.6 million fewer units year-over-year
- Memory manufacturers pivoting toward this technology, leaving less production capacity for consumer memory
tomshardware.com/tech-industry/…

#Typical #Cost and #ROI - 15 Emerging Technology Trends for 2027 and Beyond
- The cost ranges are ISHIR planning estimates for a US mid-market to large enterprise, at 2026 market rates.
ishir.com/blog/345442/15…

#Perspective - State of AI #Report 2026 - 9th Year
- AI is building AI, #physicalAI, booming inference, and escalating cyber risks.
nathanbenaich.substack.com/p/state-of-ai-…
Report: stateof.ai/State-of-AI-Re…

#AI agents use 5x more tokens than humans as cached prompts explode, headed for 10x
- Futurum Group CEO Daniel Newman wrote in an X post that "AI is currently used by AI 5x more than it is used by humans
tech.yahoo.com/ai/articles/ai…

#DIY #Google launches platform to create video #games from text prompts
- Google #Playground is a browser-based tool for making games from AI prompts
playground.google
pcmag.com/news/googles-n…

#Perspective #state of the tech industry in 2026
- A look into what has changed, what’s still the same – and what’s broken – in the tech industry. The full video and the summary of my keynote at LDX3 New York
newsletter.pragmaticengineer.com/p/the-state-of…

#Prompt #Injection: Why #Hackers No Longer Need Code to Steal Your Data
- By tricking AI chatbots into ignoring their own rules, attackers are bypassing enterprise security with plain English. Here is how prompt injection works
tech.yahoo.com/cybersecurity/…

#Local AI #Models: The Catalyst for the Great Reset
- Local inference is the only solution to the compute crisis transitioning to a decentralized architecture
breadcrumb.vc/the-great-rese…
breadcrumb.vc/local-ai-model…

#State of #SupplyChain Sustainability 2026  from #MIT Sustainable Supply Chain Lab
- Surveys 1,810 professionals on how companies are responding to the effects of a changing sustainability ctl.mit.edu/sites/default/…
ctl.mit.edu/state-supply-c…