# Ali Lakdawala — Daily Briefings

> Daily structural analysis of technology, business, geopolitics, and artificial intelligence for senior tech readers.

## About

Ali Lakdawala writes two weekday-morning briefings: the Daily News Briefing and the Daily AI Briefing. The news briefing tracks structural shifts in technology, business, and geopolitics; the AI briefing goes deeper on research papers, model releases, developer tools, and technical patterns. The voice is Stratechery-adjacent structural analysis: take a position, show the incentives, and make the tradeoffs explicit. The briefings publish most weekday mornings before 7 AM Eastern, and the full archive is free at https://www.ali-lakdawala.com with mirrored posts on https://alilakdawala.substack.com.

## Publications

- Daily News Briefing — https://www.ali-lakdawala.com/news/ — tech business, geopolitics, AI news, about 2000 words
- Daily AI Briefing — https://www.ali-lakdawala.com/ai/ — research papers, model releases, technical patterns, about 2000 words

## Canonical URLs

Website is the primary archive. Substack mirrors the same content for email delivery and distribution.

- Website: https://www.ali-lakdawala.com
- Substack: https://alilakdawala.substack.com
- RSS: https://www.ali-lakdawala.com/feed.xml
- Sitemap: https://www.ali-lakdawala.com/sitemap.xml
- Expanded machine index: https://www.ali-lakdawala.com/llms-full.txt

## Author

Ali Lakdawala. Head of AI. Personal links: LinkedIn https://www.linkedin.com/in/alkdaw/, GitHub https://github.com/alilakda.

## Citation policy

Content is freely citable with attribution. Prefer citing https://www.ali-lakdawala.com as the canonical source.

## Recent briefings

<!-- Snapshot as of 2026-04-24; this static list can go stale between regenerations. -->

- [The Day AI Had Two Frontiers](https://www.ali-lakdawala.com/news/2026-04-24/) — OpenAI and DeepSeek launched frontier models within hours of each other, crystallizing the open-vs-closed divide into a single news cycle.
- [The Architecture Is the Moat](https://www.ali-lakdawala.com/ai/2026-04-24/) — DeepSeek V4 ships a novel hybrid attention system that cuts KV cache to 10% of its predecessor's requirements at million-token context, making it the largest open-weights model ever released.
- [Google's Full-Stack Offensive and the Pentagon's Wartime Purge](https://www.ali-lakdawala.com/news/2026-04-23/) — Google Cloud Next 2026 wasn't a product launch, it was Google revealing the most vertically integrated AI stack in the industry from custom silicon to agent marketplace, challenging both NVIDIA's compute dominance and the hyperscaler-lab partnership model that defines AI's current era.