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Defense as a software business
For most of the postwar era, defense has been an industry apart. It operated on different procurement timelines, with different incumbents, on different cost structures and with different innovation cycles than the rest of the technology economy. The major defense primes, including Lockheed Martin, Northrop Grumman, BAE Systems, Thales and
When AI meets the physical world
For most of the past decade, the most consequential advances in artificial intelligence have happened in software. Language models, recommendation engines, image classifiers, predictive analytics: the defining products of the AI era have been things you interact with on a screen. The physical world, by contrast, has remained largely resistant
The case for small: why specialized language models will define the next phase of enterprise AI
For most of the past three years, the conversation about enterprise AI has been dominated by a single assumption: Bigger is better. Each successive generation of frontier models has been larger than the last, more expensive to train, more capable across a wider range of tasks and more central to