The librarian in the loop
A developer gave Claude Code access to 100 books and a simple command: "find something interesting." What came back wasn't summaries. It was connections no hand-tuned pipeline could find.
Sam Altman predicts AI CEOs within years while betting billions on human-centric infrastructure. His Tyler Cowen interview reveals three tensions: monetizing without breaking trust, energy bottlenecks limiting AI, and models that persuade without intent.
Ex-Tencent AI scientist Wei Liu chose Singapore for unrestricted Nvidia chip access, raising $50M for Video Rebirth. The geography play matters more than the physics pitch—it's about training on Blackwell while China can't.
China slashes data center power bills by half—but only for domestic chips. Trump blocks Nvidia's Blackwell exports. Two governments, two subsidy strategies, one question: who can afford their industrial policy longer?
OpenAI signs $38B AWS deal days after Microsoft's exclusivity ends, adding to $1.4 trillion in compute commitments. The startup loses $12B quarterly while betting trillions that AI demand will explode. It's circular financing at cosmic scale.
Enterprises report 74% positive AI returns while cutting training budgets 8%. The Wharton study reveals companies extracting productivity gains today by depleting tomorrow's capabilities—a business model that works until skills erode.
OpenAI's targeting a $1 trillion IPO by 2027—the largest in history. The restructure that made it possible gave Microsoft 27% and a revenue share. Now comes the hard part: convincing public markets to fund Altman's $1.4 trillion infrastructure vision.
GitHub isn't building the best AI coding agent—it's building the layer beneath all of them. Agent HQ bets enterprises value coordination over specialization. Platform strategies that extract value from ecosystem competition reshape markets more durably.
Anthropic's $7B revenue run rate trails OpenAI's $13B, but the gap narrows when accounting for customer mix. New Excel integration and financial connectors target Wall Street as Microsoft embeds both AI providers—hedging infrastructure bets in an uncertain market.
Qualcomm's stock jumped 11% on inference chips that won't ship until 2026. The company landed a Saudi buyer but still needs a Western hyperscaler. With Nvidia and AMD shipping today, the question is whether a two-year runway leaves room to catch up.
Australia's regulator says Microsoft pushed 2.7 million subscribers toward pricier AI plans by hiding a cheaper option inside the cancellation flow. The case tests whether essential software providers must disclose alternatives as clearly as upgrades.
OpenAI bought the team behind Sky, a Mac assistant that actually controls your apps. It's a move from answering questions to doing work—and puts pressure on Apple's automation story. Integration timing and privacy details will decide if it sticks.
GM is removing Apple CarPlay from all future vehicles despite data showing 80% of buyers demand it. The automaker bets billions in subscription revenue will outweigh customer backlash—a wager that could reshape how Detroit values market fit against margin expansion.
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