A deep dive into how the AI industry now rents its compute from a small cartel of firms, with Nvidia at the center, shaping the future of AI infrastructure.
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AI & Tooling
207 posts
The Six Chokepoints: How AI Stopped Being a Utility and Became a Lever
In 2026, AI control shifted from a utility model to concentrated chokepoints, with key players asserting dominance across power, compute, data, and more.
SpaceX Owns Every Layer of AI Now. The Model Is Still the Weak Link.
SpaceX has bought Cursor for $60 billion, owning all AI layers but still facing challenges with model performance, raising questions about AI leadership.
AI Is the Alibi. The Reorg Is the Signal.
Coinbase’s recent layoffs and restructuring highlight a broader industry trend of reorienting around AI, with questions remaining about the true drivers behind job cuts.
Search as Code: Perplexity Is Right About the Future — Just Not First to It
Perplexity introduces Search as Code, enabling AI models to dynamically assemble retrieval pipelines, marking a significant shift in search for agent-based AI systems.
Avengers Labs: How Ukraine Turned Its Front Line Into the World’s Scarcest AI Dataset
Ukraine’s Avengers Labs leverages battlefield drone data to train AI models, creating a scarce resource in modern warfare and defense tech.
The Safety Card, Played From Every Side: David Sacks, Anthropic, and the Fable Standoff
White House official claims Anthropic refused to fix a cyberweapon jailbreak, leading to model bans; Anthropic disputes the severity of the issue. Details remain unclear.
One Model, a Whole Portfolio: What Ten Days on Fable Mean for a Business Building on Frontier AI
A solo experiment with Anthropic’s Claude Fable 5 shows how one AI model can manage an entire business portfolio, transforming development speed and architecture.
Candor as a Moat: A Critical Reading of Dario Amodei and Anthropic
Analyzing Dario Amodei’s candid leadership and its implications for AI regulation, safety, and industry power dynamics amid recent government actions.
Anthropic’s Safety Story Has Become a Power Story
Anthropic claims its AI systems are increasingly capable of self-improvement, shifting safety from a technical issue to a political power play.