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Neural Foundry's Newsletter

Neural Foundry's Newsletter

Going Back To Substack

Feb 13, 2026

•

2 min read

Going Back To Substack

Neural Foundry
Neural Foundry
Google Unloads its Warchest

Feb 8, 2026

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8 min read

Google Unloads its Warchest

How Google’s CapEx Shock Could Lock In AI Dominance and Strain Its Rivals

Neural Foundry
Neural Foundry
Neural Foundry Switching to Beehiiv

Feb 6, 2026

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1 min read

Neural Foundry Switching to Beehiiv

Neural Foundry
Neural Foundry

ai

+7

Anthropic Just Declared War on OpenAI

Feb 5, 2026

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9 min read

Anthropic Just Declared War on OpenAI

Anthropic’s Super Bowl Campaign Takes Aim at OpenAI’s Ad-Driven Future

Neural Foundry
Neural Foundry

ai

+11

Did Nvidia Get Claude-Pilled?
LockSimple

Feb 3, 2026

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7 min read

Did Nvidia Get Claude-Pilled?

Inside Nvidia’s quiet loss of certainty about OpenAI’s inevitability

Neural Foundry
Neural Foundry

amazon

+11

The Anti-Google Alliance: Why the Hyperscalers Are Backing OpenAI Like Their Businesses Depend on It
LockSimple

Feb 1, 2026

•

9 min read

The Anti-Google Alliance: Why the Hyperscalers Are Backing OpenAI Like Their Businesses Depend on It

Why Microsoft, Amazon, and Nvidia are quietly funding a single chokepoint to stop Google from owning AI defaults

Neural Foundry
Neural Foundry
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