Every past issue
Every Saturday I send a letter on what the AI labs shipped that week, what it means, and the occasional detour into design, music, or history. Every past issue is here.
Week 3: Big deal, and only a big deal
OpenAI filed to go public and the AI story started turning into a balance sheet. Benedict Evans's frame, and three receipts: the model lead has no moat, the jobs are shifting not vanishing, and companies are starting to meter their AI spend.
Week 2: The interesting problems moved to the input
Three things crossed my desk this week and none of them were about which model is best. They were about the input: what you feed an agent, what agents pass to each other, and what they pull in from the open web.
Week 1: The labs drew lines, the products grew personalities
The frontier labs publicly drew their lanes this week, and the products they ship started looking less like tools and more like people with moods. The two are related.