The Latest
The license. Why the AI content market pays the brand-name corpus and strands the long tail.

The license. Why the AI content market pays the brand-name corpus and strands the long tail.

An analysis of how licensing deals favor large publishers, leaving small publishers at a disadvantage in the AI content economy.
The cleaner cap table. Why Anthropic’s public-benefit structure dodges OpenAI’s charitable-trust problem — and trades it for a governance question of its own.

The cleaner cap table. Why Anthropic’s public-benefit structure dodges OpenAI’s charitable-trust problem — and trades it for a governance question of its own.

Analysis of how Anthropic’s mission-driven, trust-based corporate structure offers a different governance profile compared to OpenAI’s conversion approach, impacting public market valuation.
Week Three — Foundation model vs Brownian motion. Kronos on five-minute BTC.

Week Three — Foundation model vs Brownian motion. Kronos on five-minute BTC.

Kronos, a foundation model, does not outperform Brownian motion in predicting 5-minute Bitcoin moves, challenging assumptions about AI edge in trading.
The calendar technicality. Why Elon Musk’s lawsuit against Sam Altman and OpenAI lost on timing, not on substance.

The calendar technicality. Why Elon Musk’s lawsuit against Sam Altman and OpenAI lost on timing, not on substance.

Elon Musk’s lawsuit against Sam Altman and OpenAI was dismissed on May 18, 2026, due to timing issues, not on the merits, leaving key legal questions unresolved.
The CFO’s new operating system. Anthropic, OpenAI, and the consulting margin that just got compressed.

The CFO’s new operating system. Anthropic, OpenAI, and the consulting margin that just got compressed.

Anthropic’s $1.5B joint venture and OpenAI’s parallel funding reshape enterprise AI, embedding models into CFO workflows via vertical integration and agent templates.
The gigawatt gap. Why China is structurally positioned for AI power and the US is engineering around its grid.

The gigawatt gap. Why China is structurally positioned for AI power and the US is engineering around its grid.

Analysis of how China leverages its centralized power infrastructure to close the gigawatt gap in AI deployment, contrasting with US fragmentation.
Raw-feed licensing. The contract that doesn’t exist yet.

Raw-feed licensing. The contract that doesn’t exist yet.

A detailed analysis of the unresolved legal gap in raw-feed licensing for AI downstream rewriting, highlighting why it matters for industry economics.
Week Three — Foundation model vs Brownian motion. Kronos on five-minute BTC.

Week Three — Foundation model vs Brownian motion. Kronos on five-minute BTC.

Kronos, a foundation model, was tested against Brownian motion for 5-minute Bitcoin predictions; results show no significant outperformance.
Introducing Forezai · TradingAgents — a committee of LLMs decides paper-trades

Introducing Forezai · TradingAgents — a committee of LLMs decides paper-trades

A new project, Forezai · TradingAgents, introduces an autonomous system where a committee of large language models makes paper-trading decisions, expanding research capabilities.
The bank account in the chat. How personal finance became an agentic on-ramp.

The bank account in the chat. How personal finance became an agentic on-ramp.

OpenAI introduced a new personal finance feature in ChatGPT, connecting bank accounts for Pro users, marking a shift toward agentic consumer finance.