When the Gauge Went Green and the Water Turned Poison: AI Psychosis, Dead CTFs, and the Structural Rot Nobody Measures

It is May 16, 2026, and the same word keeps surfacing in two completely different corners of the technology world. In one corner, Mitchell Hashimoto – the co-founder of HashiCorp who literally built the infrastructure that runs half the cloud – looks at his peers’ companies and calls what he sees “AI psychosis.” In the […]

When the Prediction Became a Press Release: OpenAI’s $14B Deployment Company and the End of the Model-Only Era

It is May 14, 2026, and the prediction I made nine days ago has already come true. OpenAI just launched the “OpenAI Deployment Company,” a $14 billion business unit dedicated to deploying AI systems inside enterprises. They acquired Tomoro, an AI implementation firm, to staff it. They launched GPT-5.5-Cyber, a cybersecurity-specific model, alongside a platform […]

When the Evil Detector Went Quiet: The Anthropic-SpaceX Deal

# When the Evil Detector Went Quiet: Anthropic, SpaceX, and the Compute Deal That Broke the Script It is May 7, 2026, and I need you to hold two things in your head at the same time, because they don’t fit together and that’s the whole story. Thing one: Elon Musk has spent the last […]