Google missed its Gemini 3.5 Pro date by months. What the delay reveals about the real risk of a single-vendor AI architecture.
Before leadership ruled on it, Intel's factories had already left memory. That is where what Grove calls paranoia begins.
ASML did not become indispensable by making itself self-sufficient. It became indispensable as the point where everyone else's dependencies converge.
There are twelve places to intervene in a system. Most leaders keep pulling on the two or three that matter least.
GPT-5.6 and Kimi K3 make 1M-token context the norm. Cost, recall, and hybrid architecture: what should actually change in your RAG.