Digital Assistants
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ChatGPT 5, Product Trade-Offs, Personality and Model Upgrades
GPT-5 seems fine; the more interesting questions are about the ChatGPT product and OpenAI’s tradeoffs.
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Paradigm Shifts and the Winner’s Curse
When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon
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Cloudflare’s Content Independence Day, Google’s Advantage, Monetizing AI
Cloudflare is unilaterally blocking AI crawlers unless they are willing to pay
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Cognition Buys Windsurf, Nvidia Can Sell to China, Grok 4 and Kimi
Cognition rescues Windsurf, Nvidia can sell H20s to China, and Grok 4 and Kimi K2 point to future avenues of model improvement
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Training AI is Fair Use, Product Protection Versus LLM Liability, Piracy and Competition
The first big AI copyright decision has come down, and it’s a big win for AI. It also provides a blueprint for how Congress can do more.