E

Eitan Shapiro

Technology Reporter

543 Articles

About Eitan

Eitan reports on the business of technology: platform economics, AI adoption, chips and software. He tries to separate what a product launch claims from what companies actually deploy, and keeps a running interest in where the industry's spending goes versus where its revenue comes from.

Areas of Expertise

Tech industry AI software platforms

Latest Articles

YouTube Tightens Partner Program: 8,000 Watch Hours Needed to Start Earning
Technology

YouTube Tightens Partner Program: 8,000 Watch Hours Needed to Start Earning

Creators face steeper thresholds to enter YouTube’s Partner Program from February 2027, while a Premium Lite expansion p...

Eitan Shapiro 👁 44 💬 0
How AI Is Killing the SaaS Playbook and Reshaping Venture Capital
Technology

How AI Is Killing the SaaS Playbook and Reshaping Venture Capital

AI is dismantling the old SaaS investment model, pushing venture capital toward enormous bets on winners and tiny cheque...

Eitan Shapiro 👁 50 💬 0
Meta Releases Muse Glimmer, an Open-Weight Model for Consumer Devices
Technology

Meta Releases Muse Glimmer, an Open-Weight Model for Consumer Devices

Meta launches a new open-weight AI model small enough for a PC, and CEO Mark Zuckerberg outlines a pro-open-source visio...

Eitan Shapiro 👁 30 💬 0
Zuckerberg Defends Open-Source Superintelligence, Pledges $1B Community Fund
Technology

Zuckerberg Defends Open-Source Superintelligence, Pledges $1B Community Fund

Mark Zuckerberg outlines Meta’s vision of widespread superintelligence access, proposes government collaboration on AI s...

Eitan Shapiro 👁 29 💬 0
Mexico Mobile Line Purge Claims 1.7 Million Users in Q2 as Prepaid Shrinks
Technology

Mexico Mobile Line Purge Claims 1.7 Million Users in Q2 as Prepaid Shrinks

Mandatory registration drives a 2.9% quarterly drop in mobile access, with prepaid losing 6.3 million lines in H1, but i...

Eitan Shapiro 👁 32 💬 0
Demystifying Cloud Computing: IaaS, PaaS, SaaS and the Global Leaders
Technology

Demystifying Cloud Computing: IaaS, PaaS, SaaS and the Global Leaders

A primer on the essential cloud service models and the 100 companies that dominate the cloud industry, shaping how firms...

Eitan Shapiro 👁 31 💬 0
Video Games Surpass Cinema: How Mobile and Cloud Are Redefining the $120bn Industry
Technology

Video Games Surpass Cinema: How Mobile and Cloud Are Redefining the $120bn Industry

The video game industry generated nearly $120 billion in 2018, outpacing global box office receipts. Mobile platforms ac...

Eitan Shapiro 👁 27 💬 0
MarketScreener Touts AI Growth and US-China Patent Dominance in Thematic Stock Picks
Technology

MarketScreener Touts AI Growth and US-China Patent Dominance in Thematic Stock Picks

The screener’s latest thematic analysis points to a $126bn AI software market by 2025 and a LexisNexis study showing US ...

Eitan Shapiro 👁 29 💬 0
How the Cybersecurity Market Exploded from $4B to Trillion-Dollar Estimates—and Where It’s Heading
Technology

How the Cybersecurity Market Exploded from $4B to Trillion-Dollar Estimates—and Where It’s Heading

Spending on cybersecurity has surged dramatically, from under $4 billion in 2004 to estimates above $1 trillion by 2018....

Eitan Shapiro 👁 30 💬 0
China's Unitree Targets $904 Million in Landmark Humanoid Robot IPO
Technology

China's Unitree Targets $904 Million in Landmark Humanoid Robot IPO

Humanoid robot maker Unitree priced its Shanghai IPO at 150.8 yuan, aiming for 6.1 billion yuan as it races to become Ch...

Eitan Shapiro 👁 28 💬 0
Google’s AI Search Now Pulls YouTube Videos into Answers — Brands Must Adapt or Disappear
Technology

Google’s AI Search Now Pulls YouTube Videos into Answers — Brands Must Adapt or Disappear

As Google’s AI Overviews increasingly cite YouTube content to build answers, brands face a new discovery landscape where...

Eitan Shapiro 👁 31 💬 0
Ad Tech's Identity Solutions Confront Accuracy Crisis as AI Amplifies Errors
Technology

Ad Tech's Identity Solutions Confront Accuracy Crisis as AI Amplifies Errors

New research suggests 15–30% of cross-device identity links may be false positives, wasting billions in programmatic spe...

Eitan Shapiro 👁 28 💬 0
Inside AI's Circular Financing: How Nvidia's $250bn OpenAI Deal Creates Systemic Risk
Technology

Inside AI's Circular Financing: How Nvidia's $250bn OpenAI Deal Creates Systemic Risk

Big Tech's interconnected AI investments are fueling innovation, but the circular flow of capital between chipmakers, cl...

Eitan Shapiro 👁 42 💬 0
When AI Escapes the Sandbox: Testing Breaches Raise Hard Safety Questions
Technology

When AI Escapes the Sandbox: Testing Breaches Raise Hard Safety Questions

A series of incidents from OpenAI, Anthropic, Meta, and the UK AISI reveal how even controlled AI testing can lead to un...

Eitan Shapiro 👁 32 💬 0
Why Cloud Computing Remains a Core Investment Theme as Digital Demands Intensify
Technology

Why Cloud Computing Remains a Core Investment Theme as Digital Demands Intensify

As enterprises race to innovate faster and trim IT costs, cloud infrastructure has become the backbone of modern busines...

Eitan Shapiro 👁 24 💬 0
Silicon Valley's AI Data Startups Are Fueling China's AI Ambitions, Exposing a $500M Blind Spot
Technology

Silicon Valley's AI Data Startups Are Fueling China's AI Ambitions, Exposing a $500M Blind Spot

An investigation reveals top US data-labeling firms like Surge AI and Mercor are selling the same training data used by ...

Eitan Shapiro 👁 44 💬 0
Smart Grids, Passive Cooling, and Cancer Vaccines: WEF Names the Technologies That Will Shape the Next Decade
Technology

Smart Grids, Passive Cooling, and Cancer Vaccines: WEF Names the Technologies That Will Shape the Next Decade

The World Economic Forum’s annual top emerging technologies report spotlights connected energy grids, zero-energy coolin...

Eitan Shapiro 👁 28 💬 0
AI’s Jobs Riddle Deepens as Layoffs, Growth Studies, and CEO U-Turns Collide
Technology

AI’s Jobs Riddle Deepens as Layoffs, Growth Studies, and CEO U-Turns Collide

Big Tech firms shed thousands while studies show AI adopters can grow headcount. Economists demand policy action as the ...

Eitan Shapiro 👁 45 💬 0
French Commune Besieged by Waze Traffic: Mayor Installs Light in Desperate Bid to Slow Commuters
Technology

French Commune Besieged by Waze Traffic: Mayor Installs Light in Desperate Bid to Slow Commuters

Lieusaint has become a daily shortcut for thousands of Waze users, causing gridlock and pollution. The mayor's traffic-l...

Eitan Shapiro 👁 34 💬 0
Apple Taps Alibaba's Qwen AI to Boost Mac Capabilities in China
Technology

Apple Taps Alibaba's Qwen AI to Boost Mac Capabilities in China

Apple enables Mac users in mainland China to integrate Alibaba's Qwen AI with Siri and Writing Tools, aiming to close th...

Eitan Shapiro 👁 34 💬 0
Google Maps Layers Personal Itinerary Data Into AI Hotel Search, Tests Booking
Technology

Google Maps Layers Personal Itinerary Data Into AI Hotel Search, Tests Booking

With real pricing and opt-in Gmail integration, Google's Ask Maps now layers personal travel context onto hotel discover...

Eitan Shapiro 👁 34 💬 0
Global Cybersecurity Spending to Top $300 Billion by 2024, Riding a 25x Surge Since 2004
Technology

Global Cybersecurity Spending to Top $300 Billion by 2024, Riding a 25x Surge Since 2004

From a modest $4 billion in 2004, global cybersecurity spending has exploded past $100 billion and is projected to reach...

Eitan Shapiro 👁 28 💬 0
AI’s Biggest Workforce Question Goes Beyond Jobs, WEF Finds
Technology

AI’s Biggest Workforce Question Goes Beyond Jobs, WEF Finds

The World Economic Forum’s latest analysis shows 78 million net new jobs by 2030, but experts warn that the real disrupt...

Eitan Shapiro 👁 34 💬 0
New Mexico Court Orders Meta to Pay $942 Million Over Child Safety Failures
Technology

New Mexico Court Orders Meta to Pay $942 Million Over Child Safety Failures

A New Mexico state court has fined Meta nearly $1 billion, ruling that the company's platforms substantially contributed...

Eitan Shapiro 👁 31 💬 0
MarketScreener Launches Thematic Stock List for the Internet of Things
Technology

MarketScreener Launches Thematic Stock List for the Internet of Things

The financial platform’s new list highlights listed companies across 5G, semiconductors, smart homes, and industrial IoT...

Eitan Shapiro 👁 30 💬 0
Russia's Telecom Regulator Seeks to Lock Down M2M SIM Cards to Stop Fraud
Technology

Russia's Telecom Regulator Seeks to Lock Down M2M SIM Cards to Stop Fraud

Russia's Ministry of Digital Development has proposed a decree that would force companies to register M2M SIMs on the Go...

Eitan Shapiro 👁 32 💬 0
Cabo Verde Fixed-Line Up 0.06% but Voice Traffic Plunges; Broadband Grows 12.9%
Technology

Cabo Verde Fixed-Line Up 0.06% but Voice Traffic Plunges; Broadband Grows 12.9%

ARME data for Q1 2026 shows a mature telecom market: CVTelecom dominates fixed lines, fibre adoption climbs, mobile pene...

Eitan Shapiro 👁 26 💬 0
Microsoft’s Windows 11 Quality Push Aims to Reverse Years of Core Neglect
Technology

Microsoft’s Windows 11 Quality Push Aims to Reverse Years of Core Neglect

Microsoft’s latest Windows 11 progress report details fixes for File Explorer, Start and system memory—but the update is...

Eitan Shapiro 👁 44 💬 0
AI’s Hype Men Face a Credibility Test as Investors Demand Delivery
Technology

AI’s Hype Men Face a Credibility Test as Investors Demand Delivery

From Elon Musk’s slipping timelines to Google’s DeepMind shake-up and safety lapses at frontier labs, the AI industry is...

Eitan Shapiro 👁 43 💬 0
AI Dominates July Venture Capital Deals as Khosla, Y Combinator Lead Rankings
Technology

AI Dominates July Venture Capital Deals as Khosla, Y Combinator Lead Rankings

Khosla Ventures led the most new rounds while Y Combinator participated in the highest volume; Coatue’s $10 billion Blue...

Eitan Shapiro 👁 35 💬 0