Fortune 500 DevOps Engineer building AI infrastructure. Writing about AI and tech investing.
ai
+7
Feb 5, 2026
•
9 min read
Anthropic’s Super Bowl Campaign Takes Aim at OpenAI’s Ad-Driven Future
+11
Feb 3, 2026
7 min read
Inside Nvidia’s quiet loss of certainty about OpenAI’s inevitability
amazon
Feb 1, 2026
Why Microsoft, Amazon, and Nvidia are quietly funding a single chokepoint to stop Google from owning AI defaults
Michael Burry
+10
Jan 30, 2026
Why depreciation math matters less when you become indispensable to the AI war effort
anthropic
+8
Jan 27, 2026
OpenAI Is Bleeding Consumers to Google and Getting Steamrolled by Anthropic in Enterprise
+13
Jan 23, 2026
8 min read
Compute sovereignty is becoming the decisive moat, and they are stuck on the wrong side of it.
Jan 21, 2026
Traditional programming languages are about to feel like assembly, and it will happen faster than you think
+6
Jan 18, 2026
Why Take-Two Owns the Most Valuable Worlds for the Upcoming Decade
Jan 16, 2026
6 min read
Google expands its empire with Apple deal
+4
Jan 14, 2026
AI Is About to Break Free Market Economics
Jan 12, 2026
11 min read
In 1 Year, You’ll Either Use Claude Code... or Lose Against Someone Who Does
optimus
+5
Jan 8, 2026
Intervention data, capital constraints, and Big Tech/Chinese competition tell a darker story on Tesla's Future
Jan 5, 2026
The AI Boom Is Duolingo’s Cheat Code
Jan 3, 2026
12 min read
How AI, Capital, and Infrastructure Are Converging to Create the First Megacorp
universal basic income
Dec 21, 2025
14 min read
The Economy Is About to Stop Needing You
Dec 18, 2025
Why the Physical AI Revolution Will Be Won by the Company That Already Moves the World’s Atoms
xai
Dec 14, 2025
10 min read
Why Nvidia needs a war-speed partner in Elon Musk to win the next AI cycle
Dec 8, 2025
How a “desperation play” turned AWS into the unexpected winner of the enterprise AI race.
Nov 30, 2025
13 min read
How Sam Altman rode Ilya Sutskever’s transformer bet, alienated his allies, and built a trust crisis that now threatens his only real skill: raising capital and collecting powerful friends.
Nov 25, 2025
Google and Anthropic are Eating OpenAI's Lunch
Nov 23, 2025
Gemini 3 is breaking down the “AI wall”
Nov 19, 2025
Gemini 3 Has Blown Through The AI Wall Like the Kool-Aid Man
Nov 16, 2025
The GPU depreciation narrative collapses once you see what inference is doing to chip demand
Nov 13, 2025
And Anthropic Is Best Positioned to Own the Enterprise
Nov 8, 2025
How a sharpened Gemini, a hungry TPU engine, and billions of daily touchpoints form the flywheel that pulls the AI crown back to Mountain View.
