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DeepSeek — the Chinese AI lab that shocked the industry in January 2025 with a frontier-competitive model trained at a fraction of Western costs — is raising $7.4 billion in its first external funding round. Tencent and CATL (the world’s largest battery maker) are among the investors.
Why DeepSeek MattersDeepSeek matched GPT-4 on most benchm...
Broadcom reported $22.19 billion in Q2 FY2026 revenue — up 48% year-over-year, a record quarter, and $10.26 billion in free cash flow. Then the stock dropped 15% pre-market. The reason: AI revenue specifically missed Wall Street expectations.
This is the first time a major AI infrastructure company has beaten on total revenue while disappointing...
In late 2024, a tech company posted a Senior Product Manager job. Standard description: own roadmap, write specs, partner with engineering, run quarterly reviews, drive adoption metrics. Six months later, the same company — same business unit, same level — posted a role with the same title. The description had changed almost beyond recognition.
Frames strate...
A strategy without an operating environment is wishful thinking. The Product Overhang Doctrine requires a particular unit shape to be executable. That shape is older than AI — it is the founder cell, and it is being rediscovered as the structural unit that can actually ship into the overhang.
The GeometryFive to ten people. Direct reporting ...
Most product organizations are still asking: what should we build with the capability that shipped last quarter? The strategic question that matters is the inverted one: what should we build with the capability that will ship next quarter, that already exists in the frontier model, that the integration curve has not yet reached?
This is...