A detailed analysis compares the AI investment cycle of 2024-2026 with the 1999 dotcom bubble, highlighting differences and implications for the future.
The Bubble Question, Disentangled: 1999 vs 2026 Category by Category
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Technology
165 posts
Building an AI Trading Bot — Week One: Why a 90 % Win Rate Can Still Lose Money
Analyzing week one of an experimental AI trading bot, revealing that high win rates do not guarantee profitability in prediction markets.
Cybersecurity operations signal monitor: A backdoor in a LinkedIn job offer
Security researchers have identified a backdoor in a LinkedIn job posting, raising concerns over potential cyber threats and remote access vulnerabilities.
The Ghost Story Became a Forecast.
Clark’s latest essay reveals a bivalent forecast for AI progress, with a 60% chance of automated AI R&D by 2028 and a 40% possibility of fundamental paradigm failure.
The Stanford AI Index 2026 Audit: Reading the Field’s Annual Report Card With a Critic’s Pen
The Stanford AI Index 2026, released three weeks ago, offers a comprehensive report on AI progress, but its methodology and interpretive claims warrant critical review.
ALIA. The Spanish answer.
Spain’s ALIA-40B, a public-funded multilingual LLM, shows operational strengths in Spanish and European languages but lags behind Llama 2 in benchmark tests.
Saturation. The ten-essay framework, closed.
The ten-essay framework on European sovereign AI has reached a saturation point, with no further structural insights expected before key external events in 2026.
EuroHPC. The compute substrate.
An analysis of EuroHPC’s compute substrate, its current capabilities, structural limitations, and implications for Europe’s AI ambitions.
Anchor. The Schwarz Group model.
An in-depth analysis of Schwarz Group’s €11B AI data center investment and its potential as a scalable European industrial-anchor model.
Apertus. The architectural template.
Apertus, developed by Swiss federal research institutions, introduces a new open, multilingual AI model aligned with European regulations, setting a strategic template.
