Deep-dive analyses of technology companies and sub-industries, focused on AI, semiconductors, cloud, software and ad tech. Issues combine expert interviews, alternative data and investment-oriented views ahead of big tech earnings.

Data Gravity is a quantitative newsletter analysing AI infrastructure economics, covering debt financing costs for data centers and GPU clouds, Nvidia's franchise-style cloud model, and GPU depreciation and rental pricing. It gives founders, operators and investors numeric, sourced takeaways they can use for planning and risk assessment.

Une série d'articles en français sur l'architecture logicielle dans Azure, le DevSecOps et l'IA, structurée autour de la métaphore d'un port à conteneurs. Chaque numéro explique les choix de conception (calcul, réseau) et les responsabilités partagées avec le fournisseur cloud.

Noah Lebovic's blog mixes detailed security research, such as bypassing session isolation in Claude Code on the web, with arguments about how AI lowers the barrier to hacking. It also covers how crypto-mining infrastructure is reshaping cloud computing for scientific work.