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  • Half of Google's Record Profit Came From a Stake It Hasn't Sold 8 min read

    Half of Google's Record Profit Came From a Stake It Hasn't Sold

  • Apple Just Bought Back $100 Billion. Tim Cook Spent the Call Warning About Three Things It Cannot Fix. 7 min read

    Apple Just Bought Back $100 Billion. Tim Cook Spent the Call Warning About Three Things It Cannot Fix.

  • The Oscars Just Banned AI Actors and AI Writers. No Exceptions. 3 min read

    The Oscars Just Banned AI Actors and AI Writers. No Exceptions.

  • Google Cloud Just Tripled Its Margin. Microsoft, Meta and Amazon Are Doing AI Wrong. 7 min read

    Google Cloud Just Tripled Its Margin. Microsoft, Meta and Amazon Are Doing AI Wrong.

  • Anthropic Is Worth More Than OpenAI Now. It Took Two Months. 3 min read

    Anthropic Is Worth More Than OpenAI Now. It Took Two Months.

  • Reasoning Made AI Smarter. It Also Tripled the Hallucinations. 2 min read

    Reasoning Made AI Smarter. It Also Tripled the Hallucinations.

  • Anthropic Refused to Help the Pentagon. Google Said Yes to 'Any Lawful Purpose.' 2 min read

    Anthropic Refused to Help the Pentagon. Google Said Yes to 'Any Lawful Purpose.'

  • OpenAI's CFO Doesn't Believe the IPO Math. The WSJ Just Showed Why. 8 min read

    OpenAI's CFO Doesn't Believe the IPO Math. The WSJ Just Showed Why.

  • OpenAI's CFO Says It's Not Ready to IPO. Altman Already Promised $600 Billion. 3 min read

    OpenAI's CFO Says It's Not Ready to IPO. Altman Already Promised $600 Billion.

  • Meta Closed a $2 Billion Manus Deal in December. Beijing Just Voided It. 8 min read

    Meta Closed a $2 Billion Manus Deal in December. Beijing Just Voided It.

  • OpenAI Just Broke Free of Microsoft. The Royalty Check Runs Until 2030. 3 min read

    OpenAI Just Broke Free of Microsoft. The Royalty Check Runs Until 2030.

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