Lead signal
AI for Enterprise
Anthropic and OpenAI announce joint ventures with leading investors
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Advanced Technology
Technology becomes strategic when compute, energy, supply chains, and institutional capacity compound into durable advantage.
Capability layer · System in view
Compute, energy, chips, models, and the supply chains that turn research into deployable power.
Technology matters here when it changes who can build, scale, defend, or price capability before everyone else catches up.
What this theme watches
- Where frontier capability is concentrating
- Which inputs become binding constraints
- When diffusion turns into operating advantage
The Tipping Point
Becoming the leader in scientific research and development
ReadIndustrial Policy in the Age of AI
OpenAI starts a conversation
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All work in Advanced Technology
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- May 5, 2026
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- Dec 31, 2025
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