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Pacing the frontier may be sincere, but it would also be strategically useful for the frontier labs to have time to reduce overhangs caused by model advancement

An Interview with Joanna Stern About the iPhone Duo and AI for Normal People

Salesforce is abandoning UI as a moat, which is a very smart move because it's disappearing for everyone.

ChatGPT ads are working, and solve Amazon's biggest problem with chatbots. Then, Walmart finally gives in to Apple Pay, because fighting the status quo is hard.

Dario Amodei wants to pace the frontier; it's an unrealistic proposal that seems mostly geared to political control of AI.

Apple once again demonstrated the power of integrating hardware and software, but it's biggest AI blindspot might be its belief in the primacy of apps.

OpenAI solving one of the most famous math problems is extremely impressive, and of little impact to most people's lives; Meta's Muse agent launch has the poten

Writing things down is powerful, for humans and for AI; what comes first, however, is what to write, why to do it, and actually getting things done.

Nvidia's earnings were remarking and boring — two sides of the same coin. Everything the company does is about avoiding a consolidated world.

Meta's settlement makes sense for all parties, but the entire sage highlights why any solution to regulating technology feels off.

Netflix is considering selling other streaming services, and I think it's a good idea; it's also a let-down for Netflix's original goals and potential pivots.

Incentives favor offense when it comes to agentic cybersecurity; it's the same dynamic that will limit incumbents and fuel startups in the long run.

Stripe is reportedly acquiring OpenRouter, an implicit bet on a future market of models and the chance at Aggregation.

Anthropic is adding watermarking in response to the E.U.'s AI law. It's a terrible idea, first and foremost for philosophical reasons.

Nvidia is finding new ways for its customers to raise money, and it's expanding the risk of the AI buildout significantly.

Google's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon's — capex was justifiable.

Microsoft's earnings were compelling because they showed a clarity of strategy, lower costs, and a tangibility of application. The reason why is scarier.

Meta's earnings were a bit disappointing; future promises about AI products were more disconcerting.

OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize.

Netflix's earnings were fine, and befitting a mature company whose most exciting days are likely behind them.

Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.

IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.

OpenAI has refashioned Codex as the new ChatGPT; is the company abandoning the chat category they pioneered?

Apple is suing AI for stealing trade secrets; there is one guilty employee, but this mostly feels like lashing out.