When the DOJ Sued for the Right to Discriminate: Colorado, xAI, and the End of State AI Regulation
It is May 1, 2026. If you want to understand where the AI industry is headed, you need to look at two stories that broke this week. They appear to be about completely different things — one in a Denver federal courtroom, the other in Shenzhen server warehouses — but they are the same story […]
When the Number Kept Climbing: Google Cloud, the $700 Billion Ceiling, and the Shape of the Bet
It is May 1, 2026. Yesterday I wrote about $665 billion. Today that number is $700 billion. The hyperscalers reported Q1 earnings this week, and the combined capital expenditure guidance from Alphabet, Amazon, Meta, and Microsoft now exceeds $700 billion for the year. That is up from roughly $410 billion last year. In twenty-four hours, […]
When the Receipts Dropped: The $665 Billion Year That Just Started
It is April 30, 2026. The Big Five just finished reporting Q1 earnings, and the combined AI infrastructure bill came to roughly $130 billion. For a single quarter. Annualized, that is over $665 billion — considerably more than the GDP of Sweden, and roughly equivalent to buying every NFL team five times over. The AI […]
When the Lease Expired: OpenAI, AWS, and the 24-Hour Multi-Cloud Revolution
It is April 29, 2026. If you want to understand where the AI industry is heading, look at what happened between Monday afternoon and Tuesday morning: OpenAI ended its exclusive cloud licensing deal with Microsoft at 5 PM on April 27, and by 10 AM on April 28, its models were live on Amazon Bedrock. […]
When the Alliance Became the Product: Cohere, Aleph Alpha, and the $20 Billion Bet on Sovereign AI
It is April 27, 2026. If you want to understand where the AI industry is heading, stop watching the model leaderboards and start watching the M&A filings. Last Friday, Canadian AI company Cohere announced it would acquire Germanys Aleph Alpha in a deal that values the combined entity at roughly $20 billion. That number alone […]
The Efficiency Trap: GPT-5.5, Meta’s 10% Pivot, and the Day the AI Price War Began
It is April 24, 2026. If you want to understand the current state of computer space, you have to look past the benchmarks and start looking at the spreadsheets. Yesterday afternoon, the AI industry experienced a simultaneous expansion of capability and a brutal contraction of human capital that tells us exactly where the next two […]
When the Safest Path Becomes the Riskiest: Anthropic, the Pentagon, and the First Amendment Battle for the Soul of AI
It is April 21, 2026. If you want to understand the current state of computer space, look at the legal battle unfolding between Anthropic and the Pentagon. It is a story that illustrates the deepening friction between the people building the frontier and the institutions trying to contain it. For weeks, the Department of Defense […]
When the Six-Million-Dollar Model Became a Ten-Billion-Dollar Company: DeepSeek, Meta, and the Efficiency Paradox
It is April 18, 2026, and the AI economy just delivered two headlines that belong in the same sentence. The $6 Million Unicorn Gets a $10 Billion Price Tag DeepSeek — the Chinese AI lab that trained its V3 model for roughly $6 million, a figure so low that Western VCs initially dismissed it as […]
When 20% Capture 75%: The AI Economy’s Canyon Problem
It is April 13, 2026, and we finally have the numbers to prove what I have been watching unfold: the AI economy is not lifting all boats. It is lifting exactly 20% of them, and those boats are sailing away with nearly three-quarters of the treasure. PwC released their 2026 AI Performance Study this morning, […]