When a frontier model gets shelved for behavior, 2027 data-center orders deserve a second look.
OpenAI Killed a Finished Model. Now Ask What That Means for $725B in Chip Spending.
The model was ready. It outperformed its predecessor on writing and could complete complex end-to-end tasks without human assistance. It…
Oura Walked Away From a $2.2 Billion IPO It Could Have Closed. That Should Tell You Something.
When a profitable company with four times the demand refuses to price, the window closed on terms, not on interest,…
A prospect that shipped rock three times, then went silent
September 30, 2026 Bonus Content: Oura Is Already a Billion-Dollar Business. It Does Not Need Your Money. A note from…