Goldman Sachs’ 2025 Communacopia + Technology Conference: The Hidden Financial Currents Ignited by AI

Since its founding in the 1990s, Goldman Sachs’ Communacopia+Technology Conference has been regarded as a bellwether for the global TMT (technology, media, and telecommunications) industry. This year, held at The Palace Hotel in San Francisco, it brought together more than 260 companies and thousands of investors. I have attended many industry conferences before, but I … Continue reading Goldman Sachs’ 2025 Communacopia + Technology Conference: The Hidden Financial Currents Ignited by AI →

Google’s Q2 2025 Earnings

I recently dove into Alphabet’s Q2 2025 earnings report, and the numbers left me genuinely impressed. Total revenue reached $96.4 billion, up 14% year over year, surpassing Wall Street’s expected 10.9% growth. Earnings per share hit $2.31, a 22% increase, beating analysts’ forecasts of $2.15. Net income was $28.2 billion, up 19%, with an operating … Continue reading Google’s Q2 2025 Earnings →

“Pay Per Crawl” A New Model for Content and AI

I find Cloudflare’s recently launched “Pay Per Crawl” mechanism deeply intriguing. At first glance, it appears as a novel technical solution for managing web crawlers, but to me, it represents a profound shift in the institutional design of digital content and the valuation of knowledge. Built on the HTTP 402 “Payment Required” status code, this … Continue reading “Pay Per Crawl” A New Model for Content and AI →

Palantir AI-Powered Growth, Valuation Risks, and Europe’s Privacy Puzzle

Palantir’s AI Edge Palantir Technologies has always intrigued me. Launched in 2003 by Peter Thiel and others, it started by helping U.S. intelligence and military agencies sift through chaotic data—think classified reports or satellite feeds—to fight terrorism or cyber threats. Today, it’s a powerhouse in AI-driven data analytics, serving both governments and businesses. I see … Continue reading Palantir AI-Powered Growth, Valuation Risks, and Europe’s Privacy Puzzle →