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The AI buildout, surpassing railroads and the internet, moves Big Tech from its successful asset-light model, and prior booms have resulted in overinvestment (Kai Wu/Sparkline Capital)

Kai Wu / Sparkline Capital : The AI buildout, surpassing railroads and the internet, moves Big Tech from its successful asset-light model...

31 October 2024

China sanctions Skydio, the US' largest drone maker and a supplier to Ukraine's military; sources say Skydio is rushing to find new suppliers for critical parts (Financial Times)

Financial Times:
China sanctions Skydio, the US' largest drone maker and a supplier to Ukraine's military; sources say Skydio is rushing to find new suppliers for critical parts  —  Skydio, the US's largest drone maker and a supplier to Ukraine's military, faces a supply chain crisis after Beijing imposed sanctions …

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