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Dive into a collection of past posts and rediscover timeless content.
Intuit's AI Lawsuit: When Slides Become Securities Cases

Aug 31, 2026

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7 min read

Intuit's AI Lawsuit: When Slides Become Securities Cases

Shareholders are suing Intuit over AI claims. Here's what changed.

Yves Mulkers
Yves Mulkers
Cursor Loses OpenAI in 75 Days: Who Owns AI Wins

Aug 30, 2026

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7 min read

Cursor Loses OpenAI in 75 Days: Who Owns AI Wins

Three stories about ownership. Zero about who built better tech.

Yves Mulkers
Yves Mulkers
Power & Paperwork Beat AI Models: $1.3B in Deals

Aug 29, 2026

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7 min read

Power & Paperwork Beat AI Models: $1.3B in Deals

The unglamorous stuff—power, compliance, interconnects—just became the real moat.

Yves Mulkers
Yves Mulkers
SK Hynix Pours $4B Concrete While AI Code Multiplies

Aug 28, 2026

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7 min read

SK Hynix Pours $4B Concrete While AI Code Multiplies

The bottleneck moved. SK Hynix broke ground. And AI shipped more code with zero ROI.

Yves Mulkers
Yves Mulkers
Labels Buy Stability AI Instead of Suing It

Aug 27, 2026

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7 min read

Labels Buy Stability AI Instead of Suing It

The labels stopped litigating and started investing. Here's what that means.

Yves Mulkers
Yves Mulkers
One Poisoned Page Breaks AI: Morningstar Charges to Fix It

Aug 26, 2026

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7 min read

One Poisoned Page Breaks AI: Morningstar Charges to Fix It

A single contaminated page fools AI 27% of the time. Here's who's profiting from the fix.

Yves Mulkers
Yves Mulkers
Munich Re's $575M Bet: AI Risk Is Now Priceable

Aug 25, 2026

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7 min read

Munich Re's $575M Bet: AI Risk Is Now Priceable

Insurance, banking, and customs all pricing AI failure. Here's what moves.

Yves Mulkers
Yves Mulkers
Qualcomm's $4B Bet: Software, Not Silicon, Is The Moat

Aug 24, 2026

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7 min read

Qualcomm's $4B Bet: Software, Not Silicon, Is The Moat

The model is now the swappable part. The wiring around it? That's where the $4B bets are.

Yves Mulkers
Yves Mulkers
Oracle's $638B Backlog Falls on Financing Reality

Aug 23, 2026

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7 min read

Oracle's $638B Backlog Falls on Financing Reality

The market just shifted. Demand isn't the problem—who pays for capacity is.

Yves Mulkers
Yves Mulkers
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Ins7ghts Daily, by Yves Mulkers

What moved in AI and data, read for your side of the table. Ins7ghts Daily is published by 7wData.

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