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. […]

It is April 28, 2026. If you want to understand where the AI industry is heading, watch what happens when a deal that was supposed to be done gets undone by a government that was never at the table. Yesterday, China’s National Development and Reform Commission ordered Meta to unwind its $2 billion acquisition of […]

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 […]

It is April 26, 2026. If you want to understand where the AI industry is heading, stop following the models and start following the money. Because the money, as it turns out, is following itself. This week, Google announced it will invest up to $40 billion in Anthropic. Ten billion now, with another thirty billion […]

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 […]

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 […]

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 […]

It is April 17, 2026, and Anthropic just did something that deserves more attention than the benchmark charts it shipped alongside it. Yesterday, the company released Claude Opus 4.7 — its most capable generally available model, with a 13% lift on a 93-task coding benchmark over Opus 4.6, better vision, stronger instruction following, and the […]

It is April 16, 2026, and yesterday was one of those days where the future showed up in two very different outfits. At 9 AM Pacific, Adobe announced the Firefly AI Assistant — an agentic creative tool that can autonomously edit photos, adjust lighting, crop images, and execute multi-step creative workflows across Photoshop, Illustrator, and […]

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, […]