OpenAI
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OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.
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Sora is going viral, suggesting there is a big opportunity in unlocking creativity. If that’s true, that’s good for humanity — and bad for Meta.
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OpenAI’s developer keynote was exciting, both because AI was exciting, and because OpenAI has the potential to be a meaningful consumer tech company.
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Anthropic’s Safety Superpower
Anthropic’s belief in its own commitment to safety gives the company license to aggressively favor its business and even challenge the U.S. government.
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An Interview with Ben Bajarin About Apple, AI, and Compute
An interview with Ben Bajarin about WWDC and the status of the AI compute industry.
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Fable 5, Anthropic Alignment, AI Tiers
Fable 5 is the public version of Mythos, and while it is very capable it sets some troubling new precedents.
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An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies
An interview with Microsoft CEO Satya Nadella about figuring out Microsoft’s role in AI, the relationship with OpenAI, Capex, Software, and a potential new agentic platform.
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The Google Capital Company
Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.
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Nvidia Earnings, The AI Stack, Nvidia’s New Reporting
Nvidia is changing its reporting to delineate between hyperscaler sales — where Nvidia is fighting commoditization — and everyone else, where Nvidia runs the whole stack.
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The Deployment Company, Back to the 70s, Apple and Intel
OpenAI is forming a new company to deploy AI, and the other labs aren’t far behind, reinforcing the thesis that AI’s impact will require top-down implementation. Then, Apple has economic reasons to work with Intel.
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Microsoft Earnings, Apple Earnings
Microsoft unveils its new agentic business model, and Apple confronts shortages in memory and chips even as the Mac benefits from AI.