The Latest
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 Anthropic’s mission-focused trust structure and how it differs from OpenAI’s conversion, highlighting governance and market implications.
Week Three — Foundation model vs Brownian motion. Kronos on five-minute BTC.

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

Testing shows Kronos, a foundation model, does not outperform Brownian motion in predicting 5-minute Bitcoin price movements, challenging assumptions about AI edge.
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 shift the AI landscape, embedding models directly into CFO workflows, disrupting traditional consulting and software models.
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.

China leverages centralized planning and renewable energy to close the AI infrastructure power gap with the US, reshaping global AI deployment dynamics.
Raw-feed licensing. The contract that doesn’t exist yet.

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

A key licensing category for downstream AI rewriting remains undefined, creating a structural gap with significant economic and legal implications.
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 foundation model tested against Brownian motion for 5-minute BTC predictions; results show no significant outperformance in recent trading data.
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 launched a preview of personal finance features in ChatGPT, connecting bank accounts for Pro users, signaling a shift toward agentic consumer finance.
Technology operations signal monitor: I admire Fabrice Bellard. He is almost certainly a better overall programmer

Technology operations signal monitor: I admire Fabrice Bellard. He is almost certainly a better overall programmer

A new technology operations signal monitor emphasizes Fabrice Bellard’s exceptional programming abilities, signaling industry recognition and implications for small software firms.
Employee handbook change digest for small employers

Employee handbook change digest for small employers

A new workflow for small employers to track and update employee handbooks is being tested, aiming to simplify compliance without dedicated HR teams.
comfort or gadget

When a Massage Chair Is Comfort and When It Is Just a Gadget

When a massage chair truly offers comfort, it combines personalized features and durable design—discover what sets it apart from just a gadget.