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Yujia Zhang

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Oil's return to the centre of the tape is forcing portfolios back into supply-shock math
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Oil's return to the centre of the tape is forcing portfolios back into supply-shock math

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2 min read
Tech companies are building a shadow grid — and 30% of data centre power may soon be off-grid
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Tech companies are building a shadow grid — and 30% of data centre power may soon be off-grid

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2 min read
Data centres drove a tenfold spike in PJM capacity prices — and passed $9.3 billion to consumers
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Data centres drove a tenfold spike in PJM capacity prices — and passed $9.3 billion to consumers

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3 min read
OpenAI's Promptfoo deal puts evaluation and red-teaming at the centre of the agent stack
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OpenAI's Promptfoo deal puts evaluation and red-teaming at the centre of the agent stack

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2 min read
Microsoft is packaging agents as governed office infrastructure, not experimental software
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Microsoft is packaging agents as governed office infrastructure, not experimental software

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2 min read
Claude Code is the first production-grade autonomous software agent to reach scale
Cover image for Claude Code is the first production-grade autonomous software agent to reach scale

Claude Code is the first production-grade autonomous software agent to reach scale

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2 min read
Anthropic's 40% enterprise share signals the LLM market has passed its first inflection point
Cover image for Anthropic's 40% enterprise share signals the LLM market has passed its first inflection point

Anthropic's 40% enterprise share signals the LLM market has passed its first inflection point

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2 min read
Revolut's U.S. charter push says the next fintech prize is balance-sheet control
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Revolut's U.S. charter push says the next fintech prize is balance-sheet control

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2 min read
The GENIUS Act has turned stablecoins from crypto experiments into regulated payment infrastructure
Cover image for The GENIUS Act has turned stablecoins from crypto experiments into regulated payment infrastructure

The GENIUS Act has turned stablecoins from crypto experiments into regulated payment infrastructure

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2 min read
FinTech and Big Finance are fighting to own the stablecoin stack — and it is not about the coins
Cover image for FinTech and Big Finance are fighting to own the stablecoin stack — and it is not about the coins

FinTech and Big Finance are fighting to own the stablecoin stack — and it is not about the coins

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2 min read
MCP crossed 97 million installs in 16 months — the agent connectivity standard is settled

MCP crossed 97 million installs in 16 months — the agent connectivity standard is settled

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2 min read
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