Industries
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An Interview with Gregory Allen About Anthropic and the U.S. Government
An interview with Gregory Allen about Anthropic’s dispute with the U.S. government.
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Anthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings
Anthropic’s enterprise business is reaching escape velocity, which increases the importance of finding a compromise with the government. Then, agents dramatically increase demand for Nvidia chips, even if they threaten software.
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Technological Scale and Government Control, Paramount Outbids Netflix for Warner Bros.
Why government is not the primary customer for tech companies, and is Netflix relieved that they were outbid for Warner Bros.?
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Anthropic and Alignment
Anthropic is in a standoff with the Department of War; while the company’s concerns are legitimate, it position is intolerable and misaligned with reality.
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Another Viral AI Doomer Article, The Fundamental Error, DoorDash’s AI Advantages
Another AI doomer article has gone viral, and like many in the genre, it lacks an appreciation for dynamism and markets. Then, why DoorDash is going to be fine.
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An Interview with Kalshi CEO Tarek Mansour About Prediction Markets
An interview with Kalshi co-founder and CEO Tarek Mansour about the value of prediction markets.
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An Interview with Michael Morton About AI E-Commerce
An interview with Michael Morton about AI-driven e-commerce, and why this is both Amazon’s category to lose and a threat — and a big opportunity for Walmart and Shopify.
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Amazon Earnings, AWS and OpenAI, Did Amazon Solve Groceries?
Amazon says the constraint right now is power, not chips; it’s giving plenty of the latter to OpenAI. Then, Amazon solves groceries by getting faster tat delivering everything else.
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An Interview with Booking CEO Glenn Fogel About Travel and Aggregation
An interview with Booking CEO Glenn Fogel about being an aggregator, the power — or not — of network effects, and how AI can finally create the perfect travel agent.