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Sam Altman Has No Idea What He is Doing
How Sam Altman rode Ilya Sutskever’s transformer bet, alienated his allies, and built a trust crisis that now threatens his only real skill: raising…
Nov 30, 2025
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xAI is Collapsing and Elon Musk is Crashing Out
Why Musk’s AI Bet Is Unraveling in Real Time
Feb 14
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Neural Foundry
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Anthropic Just Declared War on OpenAI
Anthropic’s Super Bowl Campaign Takes Aim at OpenAI’s Ad-Driven Future
Feb 5
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Did Nvidia Get Claude-Pilled?
Inside Nvidia’s quiet loss of certainty about OpenAI’s inevitability
Feb 3
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The Anti-Google Alliance: Why the Hyperscalers Are Backing OpenAI Like Their Businesses Depend on It
Why Microsoft, Amazon, and Nvidia are quietly funding a single chokepoint to stop Google from owning AI defaults
Feb 1
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CoreWeave Cannot Fail
Why depreciation math matters less when you become indispensable to the AI war effort
Jan 30
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Neural Foundry
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OpenAI is Getting Crushed on All Fronts
OpenAI Is Bleeding Consumers to Google and Getting Steamrolled by Anthropic in Enterprise
Jan 27
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OpenAI and xAI Are Losing the AI Wars to Anthropic and Google
Compute sovereignty is becoming the decisive moat, and they are stuck on the wrong side of it.
Jan 23
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