The Latest

News Letter
Whose Side Is Sam Altman On?

The trial in San Francisco isn't about Elon Musk. It's about whether you can trust the people offering to replace the workers you cannot rehire.

News Letter
Speed Eats Scale: How AI Just Made Capitalism Faster

OpenAI is paying Microsoft now. A regional bank just hired OpenAI engineers to take commercial loans from JPMorgan. And bots are quietly running airline-style yield management on every transaction. Three deals from one cycle confirm capitalism's oldest rule — efficiency always wins — is now running at machine speed. Big, slow incumbents have a problem.

News Letter
OH SNAP! Spiegel Said the Quiet Part Out Loud: Distribution Is The Only Moat Left

Snap's CEO told Lenny on Sunday morning what your VC has been pretending isn't true since 2021. Capital is commoditized. Pattern recognition is post-hoc. The only thing that compounds through the AI fog is whoever already owns the pipe.

Article
Anthropic Shipped Claude Channels. Your AI Agent Can Now Text You Back.
Article
Stop Boarding Up the Windows. The Tsunami Is Coming.
Article
AI and Jobs: What Three Decades of Building Tech Taught Me About What’s Coming

Editor's Picks


Episode 5 – How Distribution Is Becoming the Ultimate Moat

https://www.youtube.com/watch?v=YBNlCWXJRow Most companies are paralyzed by the "Fog of War" in AI — a relentless storm of product hype, unpredictable breakthroughs, and fleeting models. But the real game-changer isn’t just...

Apr 27, 2026
Episode 5 – How Distribution Is Becoming the Ultimate Moat