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Oliver Buchannon
Neural Foundry

Fortune 500 DevOps Engineer building AI infrastructure. Writing about AI and tech investing.

ai

+7

Anthropic Just Declared War on OpenAI

Feb 5, 2026

•

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

•

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

Michael Burry

+10

CoreWeave Cannot Fail
LockSimple

Jan 30, 2026

•

9 min read

CoreWeave Cannot Fail

Why depreciation math matters less when you become indispensable to the AI war effort

Neural Foundry
Neural Foundry

anthropic

+8

OpenAI is Getting Crushed on All Fronts
LockSimple

Jan 27, 2026

•

7 min read

OpenAI is Getting Crushed on All Fronts

OpenAI Is Bleeding Consumers to Google and Getting Steamrolled by Anthropic in Enterprise

Neural Foundry
Neural Foundry

ai

+13

OpenAI and xAI Are Losing the AI Wars to Anthropic and Google

Jan 23, 2026

•

8 min read

OpenAI and xAI Are Losing the AI Wars to Anthropic and Google

Compute sovereignty is becoming the decisive moat, and they are stuck on the wrong side of it.

Neural Foundry
Neural Foundry

ai

+7

Claude Code Will Be the Most Important Skill of the Next Decade
LockSimple

Jan 21, 2026

•

7 min read

Claude Code Will Be the Most Important Skill of the Next Decade

Traditional programming languages are about to feel like assembly, and it will happen faster than you think

Neural Foundry
Neural Foundry

ai

+6

GTA Is the Most Valuable Asset in the AI Era - And Take-Two Owns It
LockSimple

Jan 18, 2026

•

8 min read

GTA Is the Most Valuable Asset in the AI Era - And Take-Two Owns It

Why Take-Two Owns the Most Valuable Worlds for the Upcoming Decade

Neural Foundry
Neural Foundry

ai

+7

Google Starts to Eat the World
LockSimple

Jan 16, 2026

•

6 min read

Google Starts to Eat the World

Google expands its empire with Apple deal

Neural Foundry
Neural Foundry

ai

+4

UBI or We’re Screwed Part 2

Jan 14, 2026

•

9 min read

UBI or We’re Screwed Part 2

AI Is About to Break Free Market Economics

Neural Foundry
Neural Foundry

ai

+4

Claude Code Is Taking Over Everything
LockSimple

Jan 12, 2026

•

11 min read

Claude Code Is Taking Over Everything

In 1 Year, You’ll Either Use Claude Code... or Lose Against Someone Who Does

Neural Foundry
Neural Foundry

optimus

+5

Tesla’s Robotaxi/Optimus Dreams Are Dying in Plain Sight

Jan 8, 2026

•

9 min read

Tesla’s Robotaxi/Optimus Dreams Are Dying in Plain Sight

Intervention data, capital constraints, and Big Tech/Chinese competition tell a darker story on Tesla's Future

Neural Foundry
Neural Foundry

ai

+4

Duolingo Has Enormous Potential in the Current AI Paradigm

Jan 5, 2026

•

11 min read

Duolingo Has Enormous Potential in the Current AI Paradigm

The AI Boom Is Duolingo’s Cheat Code

Neural Foundry
Neural Foundry

ai

+4

Google and the Birth of the First Megacorp

Jan 3, 2026

•

12 min read

Google and the Birth of the First Megacorp

How AI, Capital, and Infrastructure Are Converging to Create the First Megacorp

Neural Foundry
Neural Foundry

universal basic income

+5

UBI or We're All Screwed

Dec 21, 2025

•

14 min read

UBI or We're All Screwed

The Economy Is About to Stop Needing You

Neural Foundry
Neural Foundry

optimus

+5

Amazon Will Dominate Physical AI

Dec 18, 2025

•

8 min read

Amazon Will Dominate Physical AI

Why the Physical AI Revolution Will Be Won by the Company That Already Moves the World’s Atoms

Neural Foundry
Neural Foundry

xai

+8

Elon Musk is Nvidia’s Secret Weapon Against Google

Dec 14, 2025

•

10 min read

Elon Musk is Nvidia’s Secret Weapon Against Google

Why Nvidia needs a war-speed partner in Elon Musk to win the next AI cycle

Neural Foundry
Neural Foundry

amazon

+5

Amazon Hit a Goldmine with Anthropic

Dec 8, 2025

•

8 min read

Amazon Hit a Goldmine with Anthropic

How a “desperation play” turned AWS into the unexpected winner of the enterprise AI race.

Neural Foundry
Neural Foundry

ai

+4

Sam Altman Has No Idea What He is Doing

Nov 30, 2025

•

13 min read

Sam Altman Has No Idea What He is Doing

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.

Neural Foundry
Neural Foundry

ai

+7

OpenAI Is Screwed

Nov 25, 2025

•

10 min read

OpenAI Is Screwed

Google and Anthropic are Eating OpenAI's Lunch

Neural Foundry
Neural Foundry

ai

+11

The AI Scaling Laws Hold

Nov 23, 2025

•

10 min read

The AI Scaling Laws Hold

Gemini 3 is breaking down the “AI wall”

Neural Foundry
Neural Foundry

ai

+7

Google Just Won the AI Race

Nov 19, 2025

•

12 min read

Google Just Won the AI Race

Gemini 3 Has Blown Through The AI Wall Like the Kool-Aid Man

Neural Foundry
Neural Foundry

ai

+11

Michael Burry Is Dead Wrong About the AI Trade

Nov 16, 2025

•

12 min read

Michael Burry Is Dead Wrong About the AI Trade

The GPU depreciation narrative collapses once you see what inference is doing to chip demand

Neural Foundry
Neural Foundry

amazon

+6

White Collar AGI Is Coming Fast

Nov 13, 2025

•

13 min read

White Collar AGI Is Coming Fast

And Anthropic Is Best Positioned to Own the Enterprise

Neural Foundry
Neural Foundry
Google’s Three-Piece Checkmate: Why the AI Crown Is Coming Back Home

Nov 8, 2025

•

9 min read

Google’s Three-Piece Checkmate: Why the AI Crown Is Coming Back Home

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.

Neural Foundry
Neural Foundry
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