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Business

Human Capital as a Competitive Moat in the Age of A.I. Agents

IDCA’s Mehdi Paryavi argues that the greatest threat of the A.I. agent boom is what happens when businesses deploy it without protecting the human capital that makes them worth competing with. As the race for efficiency produces a race to sameness, the businesses that survive the A.I. age will be the ones that invest the most in people.

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Business

Big Tech’s $650 Billion Bet on A.I. Infrastructure

dTelecom’s Petr Malyukov examines the massive shift underway beneath the A.I. economy. As Alphabet, Amazon, Meta and Microsoft prepare to spend a combined $650 billion on A.I. infrastructure, Malyukov argues that the real competitive advantage is moving below the application layer to the compute, energy and networks that power modern A.I. systems.