The Latest
News Letter
AI Heat
Last night the hyperscalers committed three-quarters of a trillion dollars to scaling LLMs. Yesterday, the man who built AlphaGo raised a billion to bet against scaling — with checks from the same investors funding the hyperscalers. The smart money is hedged. The retail money is paying full sticker.
News Letter
AI Beats and Backlogs: A Tale of Four Companies
News Letter
Whose Side Is Sam Altman On?
The trial in San Francisco isn't about Elon Musk. It's about whether you can trust the people offering to replace the workers you cannot rehire.
Editor's Picks
Article
The command line didn’t die. It was waiting.
News Letter
I’m a Mac. I’m a PC. And Only One of Us Is Getting Enterprise Contracts
Article
Claw-code Broke GitHub’s Star Record in 24 Hours. Two Engineers Did It on an Airplane. Here’s What That Means for Your Business.
News Letter
The Mac Mini Is Sold Out. The Org Chart Is Open Source. And the Ads Are Learning Your Name
Article
What Did You Do Today?
Article
Elon Musk Doesn’t Run Six Companies. He Runs One Router.
Podcast
All Episodes →Episode 5 – How Distribution Is Becoming the Ultimate Moat
https://www.youtube.com/watch?v=YBNlCWXJRow Most companies are paralyzed by the "Fog of War" in AI — a relentless storm of product hype, unpredictable breakthroughs, and fleeting models. But the real game-changer isn’t just...
