Strategy Taxes and Credits
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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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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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Apple and the Ghosts of Companies Past
Apple is not doomed, but for the first time in a long time its long-term fortunes are cloudy; the time to make change is now.
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An Interview with Daniel Gross and Nat Friedman About Apple and AI
An interview with Danial Gross and Nat Friedman about Apple’s impressive WWDC keynote, whether or not we are in a bubble, and the future outlook for AI.
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How Apple Intelligence Works, Apple’s AI Bear Case, The Talk Show Live
Understanding how Apple Intelligence works explains Apple’s advantageous position; then, how Apple might still fall short, and two takeaways from Apple executives speaking to John Gruber
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EV Charging Standards, Tesla’s Strategy, Tesla’s Reward
It increasingly looks like Tesla’s standard for charging will be the standard for the industry. Why did Tesla seize this opportunity, and why do they deserve to profit from it?