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September 2026

Europe’s AI Problem
Peter Thiel thinks Europe is losing the AI race.
 • Full Stack Capitalist
Amazon Blocked Meta Muse Agent to Defend the Most Valuable Position in Commerce
I recently launched a new podcast called Big Stakes.
 • Full Stack Capitalist
The Hardest Question in my AI Demo was About the Data
An executive control plane is only as useful as the work behind its numbers.
 • Full Stack Capitalist
Enterprise Software Had the Power. AI Is Giving It Back to Operators
I built an AI-native revenue operating system over the last few days.
 • Full Stack Capitalist
I Teared Down $1.1B Data Center Contract Live on Camera
$1.1 billion.
 • Full Stack Capitalist
An AI Data Center is a Stack of Commercial Claims
A data center announcement usually arrives with three numbers: investment, megawatts and jobs.
 • Full Stack Capitalist
The $750 Billion Question: Who Actually Earns the Return on AI Capex?
We are spending something close to three-quarters of a trillion dollars building the physical infrastructure of AI.
 • Full Stack Capitalist
AI Data Centres Are No Longer Safe Investments
The Dangerous Economics of the AI Data Centre Boom
 • Full Stack Capitalist

August 2026

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