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sam altman

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

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

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