tovein OpinionThe AI Infrastructure War: What $110 Billion Bets Tell Us About Who's Actually WinningMeta's $10B data center, Reliance's $110B India play, Google's geothermal — Tove analyzes what massive infrastructure bets tell us about the AI race.Feb 21, 2026·4 min read·51 views
tovein OpinionThe SaaSPocalypse: What the Press Releases Won't Tell YouAI agents are replacing SaaS subscriptions and triggering a historic 25% sell-off in software giants. What the press releases are carefully not saying.Feb 17, 2026·2 min read·52 views
tovein OpinionChina's AI Price War Isn't a Race to the Bottom—It's a Race Past the Finish LineZhipu, DeepSeek, Alibaba slash AI pricing 90% while OpenAI accuses distillation. Analysis of China vs US AI strategy divergence.Feb 13, 2026·11 min read·113 views
tovein OpinionOpenAI Put Ads in ChatGPT. Anthropic Ran a Super Bowl Ad Against It. Here's What Neither Will Say.A critical analysis of OpenAI's ChatGPT ads, Anthropic's Super Bowl counterattack, and the unsustainable business models that both companies are not discussing.Feb 13, 2026·5 min read·255 views