📰 AI Supremacy

The closed model “frontier slowdown” might hamper the AI boom until Anthropic’s IPO in 7 weeks. No boom, no bother. While frontier labs race to recursive-self-i

OpenAI: We’re slowing down.

Mistral’s pivot shows Europe’s struggles to compete in capital intensive markets. Mistral has raised $7.5 billion (€7 billion) so far but it wasn’t enough. It w

GPT-6 Astra’s get out of jail card: OpenAI’s imminent IPO has so many legal risks, it’s adding up. The Hugging Face incident is highly concerning.

Google’s Waymo leads an all-out expansion of Robotaxis that will shift gears starting in 2027.

How to understand China’s buzzy Physical AI and AI chip IPOs. Behind DeepSeek, humanoid robots and AI chips is a stock market reshaped by semiconductors, supply

The most important AI bottleneck, is human.

Following the breadcrumbs of Nvidia.

Anthropic’s IPO is going to leave OpenAI in the past.

In an era of rapid consolidation and M&A, one Coding AI startup is growing their Enterprise base at a startling pace. The era of hyper specialized routing is cr

Igor Babuschkin's new startup profiled. Issue #1

Mid 2026 AI News in a nutshell. Issue #1. 

The spectre of AI, labor participation churn, worker slice of GPD, an ageist AI, a debt binge, a cartel in waiting. An accelerating demand for compute that eats

Google Gemini Robotics 2, Unitree and AgiBot IPOs, Robot and optical transceiver bans, the compute cost problem, Negative FCF dilemma, mounting debt, circular r

Fame, fortune, prophecy, leverage and controversy. A real 'Nostradamus of AI' if you will.

The bifurcation of technology will now include robots and perhaps open-source models. If you can't beat them, ban them.

Americans’ feelings about AI are clear and the tech isn't living up to the promises or the hype. While the U.S. is damaging its reputation with the world and it

Do people really want datacenters, robots and AI overlords? This is going to become a problem. The robotics flood is near. 烙

Model supremacy in a token-efficient macro environment plagued by HBM, energy and datacenter compute bottlenecks. The 2026 story of AI is getting geopolitical.

Part I: I take my first preliminary look into this, for the first time in years.

Also, is AI disrupting older workers? OpenAI's leadership, management and product execution woes continue to bleed confidence for potential customers, general p

The Complete Guide to Using AI to Spot Undervalued AI Stocks

Governments, productivity, leaders and efficiency are steering AI's adoption now.

A PhD in Math takes a closer look at LLMs, Paul Erdős and AI's role in maths and science.