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Total 14 articles

The AI Price War Is On: Why Foundation Models Are Racing to the Bottom
EconomyEN
The AI Price War Is On: Why Foundation Models Are Racing to the Bottom

AI labs are slashing API prices, igniting a price war that commoditizes intelligence. This analysis explores the impact on investors, tech stocks, and the AI value chain.

The Pharma Paradox: Why Big Pharma's $171B Patent Cliff Leads Straight to China
EconomyEN
The Pharma Paradox: Why Big Pharma's $171B Patent Cliff Leads Straight to China

Big Pharma faces a $171B revenue cliff. Their solution? Chinese biotech. Our analysis unpacks the high-stakes clash between economic need and geopolitical risk.