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gemini

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

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

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

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