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Industry Analysis

Anthropic's compute spending: who it pays, for which chips, on what terms

A sourced look at Anthropic's reported compute commitments to Google, Amazon, Microsoft and Broadcom, the chips involved, and what non-cancellable means.

Oct 19, 202618 min read
Industry Analysis

OpenAI's compute plan: Stargate, the 26 gigawatts and who supplies what

What OpenAI has publicly planned for compute: the Nvidia, AMD and Broadcom deals, Stargate, timelines, and which figures are firm, changed or unsettled.

Oct 19, 202618 min read
Industry Analysis

How do you write a one page decision memo for a security tool?

A board or director approves faster with a one page memo. Here is a template: need, options, risk, cost, evidence from the pilot, and what you ask for.

Oct 19, 20264 min read
Industry Analysis

Will hiring more people clear a vulnerability backlog? Myth vs fact

Headcount helps only when people are the constraint. Myth versus fact on hiring, noise, review queues, CI and ownership as causes of a growing backlog.

Oct 19, 20264 min read
Industry Analysis

Will a golden path slow teams down at first? The J-curve

Platform work often dips before it pays off. What DORA says about the J-curve, what to tell stakeholders, and which signals show you are climbing out.

Oct 19, 20264 min read
Industry Analysis

Why do patches break things, and how do you explain it to executives?

Patches can break things because software relies on other software behaving as before. How to explain that trade-off to executives and keep the risk small.

Oct 19, 20264 min read
Industry Analysis

Why do two patch reports on the same CVEs give such different times?

A median of 32 days and averages of 160 days or more can describe the same edge device CVEs. Here is why the statistic and the population explain the gap.

Oct 19, 20264 min read
Industry Analysis

Why does skipping upgrades make the next upgrade harder?

Delay does not just add version gaps. It loses owners, context and habit. Here is how that happens and how a steady cadence keeps upgrade skill alive.

Oct 19, 20264 min read
Industry Analysis

Why do engineers say we cannot update yet, and how should leaders respond?

When engineers say a dependency update must wait, the cause is usually one of six things. Here is how to tell which, and what a leader can do about it.

Oct 19, 20264 min read

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