LightView Insight
Columns that make the core of each issue easy to grasp
Why Anthropic Is Going Public, Even at a Discount
AI stocks just crashed, yet Anthropic is not delaying its IPO. Valuation talk has slid from $2 trillion toward $1 trillion; the reason it still hurries is an $895 billion bill in its filing.
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The Woman in the Photo: Who Is Alice Huang?
One photo beside Jensen Huang has put a $4.5 trillion company’s governance to the test. We separate fact from rumor for Nvidia shareholders.
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The Ballot Box Meets AI Infrastructure
The midterms turned opposition to data centers into votes. The risk sits less in 2027 capacity already being built than in 2028 capacity that has not broken ground.
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Solidigm, Tied to Dalian: SK hynix's Next Move
The NAND business bought from Intel turned from a drag into a star. Then its IPO, a US fab and its China fab licenses all stalled at once.
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Code or the World: Hassabis and Google's AGI Bet
Google lost the lead to ChatGPT, fought back under Hassabis, and now takes a different road from OpenAI and Anthropic. We compare AI that writes code with AI that pictures the world (Part 2).
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From the Chessboard to the Nobel: Why Hassabis Chased Intelligence
Forty years of Demis Hassabis, who has led Google's AI. We follow a 12-year-old chess player's question through games, neuroscience and AlphaGo to the Nobel Prize (Part 1).
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After the Blue Tsunami: Dot-Com Déjà Vu?
The day after Democrats swept Congress, the Nasdaq tumbled. We hold today's AI market up against 2000, using the same yardsticks.
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The Second Wave of the LNG Price Surge Began in Europe's Gas Storage
If the Hormuz blockade was the first wave of rising LNG prices, October's second wave was a shock that came from Europe's unfilled gas storage.
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