Posts
All the articles I've posted.
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Anthropic Is Becoming a Financial Instrument With a Model Attached
Google, investors, and Wall Street firms are circling Anthropic with tens of billions in capital. Claude is no longer just a model company story.
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David Silver Raised $1.1 Billion to Teach AI Without Human Homework
DeepMind veteran David Silver raised $1.1B for Ineffable Intelligence, a London lab betting reinforcement learning can create AI beyond human data.
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The AI Chip Story Just Moved From GPUs to CPUs
Meta signed a massive AWS Graviton deal for agentic AI workloads. GPUs still train the models, but CPUs may run more of the everyday agent work.
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DeepSeek V4 Is the Boring Kind of Terrifying: Cheap, Huge, and Almost There
DeepSeek V4 previewed on April 24 with 1.6 trillion parameters, 1 million token context, open weights, and pricing that attacks frontier AI economics directly.
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GPT-5.5 Is Not a Better Chatbot. It Is OpenAI Moving Onto the Computer.
OpenAI released GPT-5.5 on April 23 with stronger coding, tool use, research, and computer-control abilities. The chatbot era is becoming the work execution era.
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Anthropic Gave You Extra Credits. Then Took Them Back the Moment You Blinked.
Opus 4.7 uses more tokens for the same work. Anthropic says they increased rate limits to compensate. Users report saved credits vanishing on subscription changes. This is becoming a pattern.
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States Are Banning Therapy Chatbots. The Federal Government Wants to Stop Them.
Maine sent a therapy chatbot ban to the governor. Missouri is moving on a similar bill. Meanwhile, the White House wants Congress to preempt state AI laws. Both sides have a point. Neither has a solution. This is the defining regulatory tension of 2026.
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Stanford's AI Index 2026: Agents Score Half as Well as PhD Experts. Everyone Is Adopting Them Anyway.
The 2026 Stanford AI Index Report reveals a paradox. AI agents perform only half as well as PhD experts on complex tasks. Spending is in the hundreds of billions. Adoption is faster than the PC or the internet. The gap between capability and capital has never been wider, and it might not matter.
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Q1 2026: $300 Billion in VC Funding. 4 Companies Got $188 Billion of It.
Venture capital hit $300B in Q1 2026, up 150% year over year. 80% went to AI. The four largest rounds in VC history all happened in the same quarter. This is not diversification. This is winner-take-most at a speed we have never seen before.
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Eli Lilly Built Pharma's Most Powerful AI Supercomputer. That Is the Entire Point.
LillyPod is 1,016 NVIDIA Blackwell Ultra GPUs on a DGX SuperPOD. Eli Lilly did not hire a consulting firm to write an AI strategy deck. They built a supercomputer. The gap between companies that treat AI as a feature and companies that treat it as infrastructure is about to become permanent.