Hannah writes a weekly column on where power actually sits in the technology industry — who owns the compute, who sets the terms, and who merely narrates. She has changed her mind in public more than once, and considers that the column's credibility rather than its weakness.
Amazon is spending $1 billion to put forward-deployed AI engineers inside its customers. Strip away the language of partnership and it's the oldest power move in enterprise tech, running one layer above the chips.
Jalapeño is being read as independence from Nvidia. Read it again as a map of who can still say no to OpenAI.
The robotaxi recall is being read as a safety story. It's something more important: a quiet answer to the only question that matters about autonomous systems — who decides when they're fixed.
Everyone is reading the Cursor deal as Musk's late entry into the AI coding race. Read the structure instead: four days after going public, he turned his own stock into an acquisition engine. That is a power move, not a product one.
Strip away the farewell keynote and the new Siri demo, and WWDC 2026 confirmed a power shift: the most valuable company in the world now leases the model, the cloud, and the chips behind its flagship AI from its chief rival.
A trillion dollars of concrete and silicon isn't a means to a plan. It is the plan — a bet, made with the balance sheet rather than the slogan, about who gets to decide.
Strip away the mission statements and the model demos. The only durable asset left in artificial intelligence is the compute — and the contracts for it are already signed.
