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3 opublikowanych wpisów
Zniknięcie 2,3 biliona dolarów kapitalizacji z gigantów technologicznych w połowie 2026 roku to nie zwykła korekta, lecz pęknięcie bańki nierealnych oczekiwań wobec AI. Inwestorzy wreszcie zaczęli rozliczać Big Tech z realnych przychodów.
Internetowa wrzawa wokół poprawności politycznej i historycznej w AC Shadows była na rękę zarządowi Ubisoftu. Znacznie więcej wskazuje na to, że kluczowy był strach po Star Wars Outlaws, problem jakości i nerwowa kalkulacja biznesowa.
Pełne wydzielenie fabryk Intela to oficjalna kapitulacja modelu zintegrowanego producenta. Gigant nie udźwignął wyścigu z TSMC i musiał otworzyć zakłady dla konkurencji.
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