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Thursday · July 2, 2026 · Issue No. 913
Git-R-Done
Daily Briefing · Jul 1, 2026

Git-R-Done

The chatbot that talked just got replaced by the worker that does. "We have AI" is out — the only thing the market pays for now is the thing that gets finished.

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Palantir’s Alex Karp Just Called the AI Industry “Effing Insane”  Here’s What He’s Really Selling You
Essay

Palantir’s Alex Karp Just Called the AI Industry “Effing Insane” Here’s What He’s Really Selling You

Alex Karp Just Told You Not To Trust Your AI Vendor. He’s Also Selling You the Fix. Palantir’s...

Frontier Labs Pots are Committed
Briefing

Frontier Labs Pots are Committed

OpenAI and Anthropic are all in. The cheap floor takes the commodity work, the human keeps the hard tail, and regulation is the exit. Own the table, not the players.

Too Cheap to Meter
Briefing

Too Cheap to Meter

Intelligence is deflating toward the cost of the electricity it burns. The gate is the meter the labs are fighting to keep running — and the 99.9% can just route around it

Schools Chose AI Detection Over AI Fluency. Now Your Kid Is on Your Clock.
Essay

Schools Chose AI Detection Over AI Fluency. Now Your Kid Is on Your Clock.

More than half of America’s K-12 teachers cannot tell you what their school’s policy on AI is. Not...

Nobody Ever Got Rich Selling Electricity
Briefing

Nobody Ever Got Rich Selling Electricity

The AI buildout just became a $5.5 trillion leveraged buyout on a commodity. The fortunes were never in the plant — they're in the load.

Mark to Market – OpenAI builds a chip. Buyers buy cheaper
Briefing

Mark to Market – OpenAI builds a chip. Buyers buy cheaper

A company spending $100 million on AI just told the world the frontier model is 23 times too expensive and the free one does the job. We said the model was never the moat; the market just settled the trade. Stop renting capability you can't deploy before it goes free own the judgment to know the work is right.

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