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Notes on the future of work, artificial intelligence, and building better products.

OpenAI Signals IPO Within a Year as New Model Takes Shape
AI
Jun 11, 20265 min read

OpenAI Signals IPO Within a Year as New Model Takes Shape

CEO Sam Altman hints at a public listing, raising stakes for investors and rivals alike

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ChatGPT Shifts to AI Agents as Chat Model Stalls
AI
Jun 9, 20265 min read

ChatGPT Shifts to AI Agents as Chat Model Stalls

OpenAI’s upcoming redesign signals a strategic pivot from conversation to autonomous agents, reshaping the AI product landscape

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AI Rally Faces Classic Market Top Warning Signs
AI
Jun 6, 20264 min read

AI Rally Faces Classic Market Top Warning Signs

Investors cheer AI gains, but capex recycling and valuation peaks hint a correction may be near

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S
AI
Jun 4, 20264 min read

Meta Launches Enterprise AI Business Agent to Challenge Google Cloud

Meta’s new AI assistant aims to embed generative tools directly into corporate workflows, sparking fresh competition.

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Uber Slashes AI Tool Spend with New Usage Caps
AI
Jun 3, 20265 min read

Uber Slashes AI Tool Spend with New Usage Caps

Facing a ballooning AI budget, Uber imposes strict limits to preserve margins while keeping innovation alive

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Anthropic Accelerates Toward IPO as Claude Demand Soars
AI
Jun 2, 20264 min read

Anthropic Accelerates Toward IPO as Claude Demand Soars

Investors watch as Anthropic’s Claude gains traction, positioning the startup for a high‑profile Wall Street debut

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AI Hardware Bottleneck Shapes the Next Trillion-Dollar Tech Titans
AI
Jun 1, 20265 min read

AI Hardware Bottleneck Shapes the Next Trillion-Dollar Tech Titans

Supply constraints in chips and servers are becoming the decisive moat for future AI leaders

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Why the SpaceX IPO Benefits Musk More Than Investors
Tech
May 31, 20265 min read

Why the SpaceX IPO Benefits Musk More Than Investors

Musk’s public offering masks a risky AI venture while promising shareholders a glittering space narrative.

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Salesforce Outlook Misses Estimates, Sparking Disruption Concerns
Finance
May 29, 20264 min read

Salesforce Outlook Misses Estimates, Sparking Disruption Concerns

A modest revenue forecast from the cloud giant fuels investor anxiety about the pace of SaaS innovation

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