Clark’s recent essay reveals a bivalent forecast for AI development, with a 60% chance of automated AI R&D by 2028 and a 40% possibility of fundamental paradigm failure.
The European sovereign-LLM essay track has concluded after ten comprehensive analyses, marking a strategic saturation point ahead of key EU AI milestones.
An analysis of EuroHPC’s compute substrate, its current capabilities, limitations, and implications for Europe’s AI ambitions amid ongoing projects and investments.
A comprehensive analysis of six institutional responses to Europe’s sovereign LLM challenge, highlighting strategic insights before August 2026 enforcement.
Forward-Deployed Engineer Economics 2.0: The Unit Economics Math, Six Months Later
Six months after initial analysis, new data reveals the evolving unit economics of FDEs, highlighting profitability and scaling challenges for frontier AI labs.
Analyzing Aleph Alpha’s strategic pivot, funding, and merger with Cohere to understand the costs of late structural adaptation in European AI development.
Engineering Is Automated. Research Is the Residual.
Recent analysis shows AI has automated much of core engineering tasks in AI R&D, while research remains less automated. This shifts the landscape of AI development.
New data confirms a 40% drop in junior developer hiring since 2022, with significant bifurcated effects across experience levels and ongoing pipeline risks.
European consortium OpenEuroLLM faces significant compute challenges as it advances toward first model delivery in July 2026, highlighting limits of pan-European AI efforts.
