Today's Perspectives
Palantir's £50m Met Police Contract Blocked: Procurement's Getting Political
London Mayor's intervention over procurement rules opens bigger questions about UK tech sovereignty and vendor lock-in
3 min readCNN Files First-of-Kind AI Copyright Suit Against Perplexity, Tests News Distribution Theory
Television network's lawsuit challenges AI search engine's content scraping, marking first copyright action by any TV broadcaster against generative AI
3 min readThe $55.7 Million Threshold: When AI Costs Drive Enterprise Build Decisions
Enterprise SaaS spend has risen 8% while application portfolios remain flat: the mathematical case for replacing vendors with internal development. AI-assisted building tools have reduced development costs by an order of magnitude, creating a structural arbitrage opportunity.
3 min read$26 Billion for 90% Robot Code: Cognition's Valuation Defies Every Software Rule I Know
When a startup's own engineers write only 11% of their code, you're either witnessing the future of software or the mother of all bubble metrics. Cognition just bet $1 billion that it's the former.
3 min readThe Daily Dispatch
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