By Thorsten Meyer — May 2026 The “AI bubble” question has become…
The Bubble Question, Disentangled: 1999 vs 2026 Category by Category
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The Stanford AI Index 2026 Audit: Reading the Field’s Annual Report Card With a Critic’s Pen
By Thorsten Meyer — May 2026 The Stanford AI Index 2026 landed…
ALIA. The Spanish answer.
€90 million MareNostrum 5 upgrade investment + €150 million additional ALIA integration…
The Ghost Story Became a Forecast.
Reading Clark’s closing — the bivalent 60%/40% credence, the 30% by 2027…
Saturation. The ten-essay framework, closed.
The European sovereign-LLM essay track has reached a natural saturation point at…
EuroHPC. The compute substrate.
€10 billion 2021-2027 European supercomputing investment through EuroHPC JU. 19 AI Factories…
Anchor. The Schwarz Group model.
€11 billion · the largest single investment in Schwarz Group’s corporate history…
Portfolio. The synthesis.
Six standalone essays across May 2026 documenting six distinct institutional answers to…
Apertus. The architectural template.
Released September 2, 2025 by the Swiss AI Initiative — EPFL, ETH…
Q3 2026 SaaS Earnings Pre-Brief: The Litmus Test for the Agentic-Disruption Thesis
By Thorsten Meyer — May 2026 The April-May 2026 SaaS earnings cycle…
