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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

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

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

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

amazon

+8

Nvidia’s Game of Thrones: Elevating CoreWeave from Bannerman to Great House

Nov 2, 2025

•

7 min read

Nvidia’s Game of Thrones: Elevating CoreWeave from Bannerman to Great House

Nvidia’s is engaging in classic realpolitik: fragment hyperscaler buyer power and elevate a loyal ally–CoreWeave–until it stands as a Great House in its own right.

Neural Foundry
Neural Foundry

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