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The Great GPU Windfall
The Great GPU Windfall

The largest infrastructure buildout in IT-history is about to create the largest hardware windfall in history. The two fac...

The State of AI in October 2026
The State of AI in October 2026

The term “super intelligence” has first been introduced to me in 2020 by Ben Falcone’s movie with the ...

September 2026: The Frontier Got Cheap — The Control Room Didn't
September 2026: The Frontier Got Cheap — The Control Room Didn't

September 2026 was the densest model month I can remember. In the first 72 hours, Anthropic, OpenAI, Google and Meta all s...