Where the math is defensible.
Long-form research on live enterprise decisions. Publication is selective. Every number traces to a named source. No takes without evidence.
Big Tech Antitrust 2026: From Liability to Remedy
Five active US monopolization cases, EU DMA enforcement entering year two, and a global remedy convergence around interoperability mean the operative question is no longer whether platforms will be constrained but how the constraints reprice equity, M&A, and capex.
The 2024 and 2025 dockets converted a decade of platform competition theory into operative law. Judge Amit Mehta's August 2024 liability ruling in United States v. Google held that Google's exclusive default search agreements with Apple, Mozilla, and Android OEMs violated Section 2 of the Sherman Act, 15 USC 2, and the April 2025 remedies...
Small modular reactors meet the hyperscaler load curve
Eighteen months after the Google Kairos and Amazon X-energy announcements, the SMR thesis has moved from PowerPoint to procurement. The binding constraints are now licensing throughput, HALEU supply, and first-of-a-kind cost discipline.
Between September 2024 and December 2024, four hyperscaler nuclear deals reset the demand curve for advanced reactors. Microsoft contracted the Three Mile Island restart with Constellation, Google signed for 500 megawatts of Kairos Power output across six to seven units, Amazon committed to X-energy and a 5 gigawatt pipeline, and Meta ope...
The software defined warehouse: US logistics labor and automation through 2026
Warehouse and storage payrolls have given back roughly 100,000 jobs from the 2023 peak while Amazon now operates 750,000 mobile robots inside its fulfillment network. Symbotic, Locus, AutoStore, and Geek+ have moved from pilots to platform contracts. Real wages in the sector are still 20 percent above the 2019 line. The question for 2026 is how much further the substitution can run before the political economy pushes back.
United States warehouse and logistics labor sits at an inflection point. BLS Current Employment Statistics put warehousing and storage employment at 1.85 million in Q4 2024, off from a 1.95 million peak in Q1 2023. Amazon, the single largest private employer of warehouse labor, disclosed 1.5 million plus employees globally and a deployed ...