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Latest posts
Last updated 3 days ago
Anthropic’s Safety Superpower
3 days ago
Anthropic's belief in its own commitment to safety gives the company license...
The Google Capital Company
16 days ago
Google has issued equity to Berkshire Hathaway in a deal that signals...
The SpaceX IPO and Data Centers in Space
22 days ago
There isn't a financial model that justifies the SpaceX IPO, but data...
The Inference Shift
about 1 month ago
Agentic inference is going to be different than the inference we use...
Amazon's Durability
about 1 month ago
Amazon looked behind in AI in the training era, but is well...
Tim Cook's Impeccable Timing
about 2 months ago
Tim Cook had an extraordinary run — and impeccable timing, both in...
Mythos, Muse, and the Opportunity Cost of Compute
2 months ago
Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch...
Apple's 50 Years of Integration
3 months ago
Apple has survived 50 years by being the only company integrating hardware...
Agents Over Bubbles
3 months ago
Agents are fundamentally changing the shape of demand for compute, both in...
Anthropic and Alignment
4 months ago
Anthropic is in a standoff with the Department of War; while the...