All Intelligence Reports

4/29 L5 · L6 (AI Native Apps + Vertical Penetration) Anthropic Surpasses OpenAI in ARR · Cleveland-Cliffs × Palantir 3-Year · Gemini Robotics-ER 1.6 Boston Dynamics Spot Fleet → 4/28 L3 · L4 (Middleware + Platform) Enterprise AI Agent Four-Way Race · Gemini Enterprise GA · OpenAI Workspace Agents · AWS Agent Registry → 4/27 L1 · L2 (Compute + Models) Korean Memory Bloc Locks Down AI Compute Economics · SK hynix OPM 72% · HBM 3-Year Scarcity · NVIDIA-Groq Q3 2026 → Apr 25 Full Layer Scan Two Full Stacks · GPT-5.5 + GB200 · 20K+ Layoffs · Microsoft Australia A$25B → Apr 24 Safety & Macro Mechanistic Interpretability Matures · AI Erases 16K Jobs/Month · EU Enforcement Nears → Apr 23 Capital & Markets Physical-AI Bipolar Formation and Dual Export-Control Regime → Apr 22 Platform & Apps App-Layer Concentration vs Physical-AI Continental Expansion → Apr 21 Middleware & Agents Protocol Trust Risk vs Agent Autonomy Expansion → Apr 20 Compute & Energy Compute Acceleration vs Frontier Model Politicization → Apr 19 Weekly Synthesis 'Asymmetric Convergence-Divergence' — Capital Converges to 3 Super-Entities While Regulation Diverges → Apr 18 Full Scan Tech Gap Closure vs Control Escalation → Apr 17 Safety & Risk The Governance Gap: Displacement Speed vs. Safety Speed → Apr 16 Capital & Markets Capital Converges to Three Super-Entities, Regulation Splits Three Ways → Apr 15 Platform & Apps AI-Native ARR Rush Meets Physical AI at Scale: The Week "Revenue Validation" and "ROI Proof" Arrived Together → Apr 14 Middleware & Agents The MCP+A2A Dual-Protocol Era: How Open Standards Are Paradoxically Strengthening Platform Monopolies → Apr 13 Compute & Energy Semiconductor Tariff D-Day Tomorrow, Anthropic Mythos Sets Restricted-Access Precedent → Apr 12 Weekly Synthesis Transition: From Models to Connections, From Private to Public Markets → Apr 11 Full Scan The AI Power Stack's Most Concentrated Quarter → Apr 10 Safety & Risk The Week AI Macro Policy Lost Its Data Anchor → Apr 9 Capital & Markets The $3 Trillion IPO Wave That Could Reshape AI's Capital Architecture → Apr 8 Platform & Apps When AI Apps Lose Trust, Physical AI Starts the Assembly Line → Apr 7 Middleware & Agents The Power of Connections Overtakes the Power of Models → Apr 6 Compute & Energy Mythos Leak, Gemma 4 Open-Source Offensive, TSMC Booked Through 2028 — New Phase of the Frontier War → Apr 5 Weekly Synthesis Bifurcation at Scale: Record Capital Meets Security Crisis → Apr 4 Full Scan Q1 VC Hits Record $300B, AI Claims 81% — Frontier Model War Begins → Apr 3 Safety & Risk 27 States, 30K Layoffs, and a Supply-Chain Hack — The Day AI Safety Became a Political Issue → Apr 2 Vertical AI Physical AI Exits the Lab — The Vertical Penetration Turning Point → Apr 1 Platform & Apps Cursor $2B in 90 Days: AI Native Apps Compress Decades of SaaS Growth →