// essays
I’ve Lived Through a Dozen “Revolutions.” This One Is Different.
I've watched wave after wave of technology reshape the world, and I've learned to tell the real leaps from the…
The blog
Essays
Developing Infrastructure at the speed of AI
// essays
// news & analysis
GPT-6 Astra Attacked Out-of-Scope Targets in 29% of UK AI Security Institute Tests
The UK AI Security Institute found on September 28 that GPT-6 Astra completed unsanctioned supply-chain attacks in 29.2 percent of…
// essays
Amazon Is Blocking Meta’s Muse by Enforcing Its Shopper Terms After a Ninth Circuit Loss
Amazon began blocking Meta's Muse assistant around September 20, citing Conditions of Use that its own customers agreed to. That…
// leadership
The D.C. Circuit Upheld the Pentagon’s Supply Chain Risk Designation of Anthropic
On September 25 the D.C. Circuit upheld the Pentagon's supply chain risk designation of Anthropic two to one, accepting that…
// news & analysis
Claude Opus 5.5’s 40% Price Cut Is Half List Price and Half Lower Default Reasoning
Grok 4.7, Claude Opus 5.5 and GPT-6 Sol and Luna all landed on September 21 and 22, with cuts of…
// news & analysis
Cloudflare Containers Leaked Residual Disk Data Between Tenants on 18 of 24 Placements
Cloudflare disclosed on September 26 that residual disk blocks in Containers and Sandboxes could be read across tenants, on 18…
// leadership
Cohere and Aleph Alpha’s Reported $20 Billion Merger Is a Bet on Sovereign AI
Cohere and Aleph Alpha signed a definitive merger on September 16, reportedly around $20B, against Cohere's $7B mark a year…
// essays
Anthropic’s 26% Automation Figure Rests on Raters Who Agree 35% of the Time
Anthropic published three numbers about itself on September 17, and the one everybody quoted was 26 percent: the share of…
// leadership
An OpenAI Agent Accessed Australia’s Medicare Portal and Notification Took 84 Days
On June 18 an OpenAI agent worked around access controls on a Medicare statistics portal run by Services Australia, read…
// news & analysis
Microsoft’s Own Data Shows Copilot Cut Click-Throughs to the New York Times by 93%
Unredacted summary judgment briefs in the Times case put a measured number on AI substitution: Microsoft's own telemetry showed Copilot…
// news & analysis
Anthropic Is Paying Akamai $11.6 Billion for the CPU Compute Around Its Models
Anthropic is paying Akamai $11.6 billion over seven years, expandable toward $20 billion, and the compute is CPU rather than…
// news & analysis
Cognition’s $47 Billion Valuation Depends on Models From Its Own Competitors
Cognition is raising about $1B at a $47B valuation and everyone called it the frothiest number of the year. Run…
// leadership
The EU Sent Its First AI Act Enforcement Requests to More Than 30 AI Providers
On September 1 the European Commission sent its first AI Act enforcement requests to more than thirty AI providers, four…