AI & Tech
Two Roads for AI Regulation and Why Both Are Dead Ends
The AI regulation debate has collapsed into two camps, and I think they're both wrong. The answer might be hiding in the last place I expected.
AI & Tech
AI & Tech
The SaaSpocalypse Is Real. The Diagnosis Is Wrong.
A trillion dollars in SaaS market cap vanished in a few weeks. Wall Street looked at a few impressive AI demos and concluded that enterprise software is dead. It isn't.
AI & Tech
The Fastest Way to Win Meta's AI Contest Is Also the Dumbest
If you want to understand why so many companies are spending fortunes on AI and getting nothing back, look no further than Meta's internal leaderboard for token consumption.
Investment
OpenAI's Retail Investor Play Isn't Democratization, It's a Price Floor
When I evaluate pre-IPO retail access from the family office side, I run a simple test. I ask: who benefits more from this transaction, the buyer or the seller? If the company is engineering broad ownership before a public listing, the answer is almost always the seller.
AI & Tech
Slack Just Turned Slackbot Into the Agent You Actually Wanted
Slack announced more than 30 new capabilities for Slackbot today, transforming it from a simple chatbot into a full-spectrum enterprise agent powered by Anthropic's Claude and connected via MCP.
AI & Tech
OpenAI Kills Sora and the Era of AI Companies That Do Everything
OpenAI is shutting down Sora, the AI video platform it launched to enormous fanfare in late 2025. The consumer app, the API, and the website are all going dark. The billion-dollar Disney deal? Dead.
AI & Tech
Anthropic's Biggest Vulnerability Was a Checkbox
The most safety-conscious AI lab on the planet just leaked its most dangerous model through a misconfigured content management system.
AI & Tech
The AI That Tells the Emperor He's Naked
Interloom just raised $16.5M to map how companies actually operate. The product is compelling, but the real opportunity is much bigger than one startup's context graph.
AI & Tech
Anthropic "Accidentally" Released a New Model. Sure They Did.
Anthropic released a new Claude model this week that wasn't supposed to be public. They called it an accident. The model appeared briefly, got pulled, and the story spread everywhere.
AI & Tech
A Federal Judge Just Told the Pentagon Its Anthropic Ban Looks Like Punishment
A federal judge in San Francisco said today what the entire AI industry has been thinking for two weeks. The Pentagon's decision to blacklist Anthropic looks like an attempt to cripple the company.
AI & Tech
Musk Bets $20 Billion That Owning the Chip Factory Wins the AI Race
Elon Musk just announced Terafab, a $20 billion-plus semiconductor fabrication facility in Austin that will manufacture custom chips for Tesla, SpaceX, and xAI under one roof.
AI & Tech
The White House Just Told 50 States to Stand Down on AI Regulation
The Lead The Trump administration released its National Policy Framework for Artificial Intelligence today, and the headline provision is a direct call for Congress to preempt state-level AI...