We write for the operator, the founder, and the curious leader. No jargon, no hot takes — just what we've learned actually putting AI into businesses.
New essay every other Tuesday. Subscribe to get them by email.
OpenAI spent this week telling the world two very different stories. On one hand, CFO Sarah Friar told staff the company will be public in 2027, or sooner […]
Read the essayOpenAI spent the weekend doing two things at once: quietly dismantling its safety apparatus while signing up for one of…
OpenAI’s revenue machine keeps accelerating, Apple quietly built a China-specific AI model with Alibaba’s help, and Nvidia just slashed its…
Speed is the new frontier. OpenAI just made GPT-5.6 Sol run 14 times faster with Cerebras hardware, and Google slashed…
AI is eating venture capital, watermarking its own output, and quietly testing pay buttons to keep users hooked. Three stories…
Nvidia just bet $500 billion on AI compute infrastructure with Wall Street’s biggest players, and a single Israeli startup managed…
AI agents building fake identities to fool human reviewers, Meta entering the coding agent wars at a fraction of the…
OpenAI shipped a voice model that finally listens while it talks, and Alibaba dropped a 2.4 trillion parameter answer to…
AI infrastructure spending has officially reached a scale that makes finance people nervous. BitMEX co-founder Arthur Hayes compared the current…