Essays & insights on general.
Anthropic hit a $30 billion revenue run rate, passing OpenAI at $24 billion. The same week, an appeals court upheld the Pentagon blacklisting it for refusing to remove AI safety guardrails.
AI scribes saved doctors hours and cut burnout. They also raised medical bills. The coding arms race is the first real AI productivity paradox in healthcare.
Q1 2026 saw $300B in venture funding, with 80% going to AI. Four companies took 65% of all global VC. Here is what that concentration means if you are building.
OpenAI shut down Sora on March 24, 2026 — burning $15M/day with just $2.1M in lifetime revenue. A breakdown of the unit economics failure and what every AI founder must learn before building.
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