Each quarter, our investment team comments on the markets and economy over the past quarter and looks forward at what…
Anthropic says it has uncovered what amounts to an industrial-scale “free ride” on one of America’s best AI models. In…
Key Insights (AI-assisted): The growing emphasis on granular IoT TCO modeling signals a maturation of the market toward recurring service…
Key Insights (AI-assisted): The move to Release 17 RedCap in both global and NA-specific variants signals that 5G’s “middle tier”…
While framed as a book about economic development theory and the history of colonialism, William Easterly’s latest tome is actually…
Key Insights (AI-assisted): Quectel’s move deeper into mmWave radar and digital keys signals growing convergence between RF sensing, secure access,…
Key Insights (AI-assisted): Programmable SGP.32 eSIM at scale signals a shift from static connectivity contracts toward lifecycle-orchestrated connectivity for IoT…
Key Insights (AI-assisted): Nordic’s move effectively re-bundles cellular, satellite NTN, positioning, and edge AI into a single roadmap, raising the…
Key Insights (AI-assisted): Positioning LoRaWAN as the “digital nervous system” for AI reframes LPWAN from basic transport to an intelligence…
On July 8, 2024, a guest essay by Stephen Smith on elevator policy was published in The New York Times.…
While framed as a book about economic development theory and the history of colonialism, William Easterly’s latest tome is actually…
Key Insights (AI-assisted): By anchoring digital access credentials in mainstream mobile wallets, Aliro pushes physical access control deeper into the…