Electric Cars and Meta Subs
Follow-up on the Ferrari Luce (and Teslas), and speculating on Meta's motivation for launching ads.
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Anthropic and xAI
Elon Musk is good at building infrastructure; he — and the market — have decided that Anthropic is better at using it.
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Google and Meta Earnings
Google is rewarded for having a cloud business; is Meta better off because they are building for themselves?
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OpenAI, Musk & Microsoft
Ben encounters Tahoe, Elon Musk and OpenAI go to court, and Microsoft sets OpenAI free.
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How Tim Cook Changed Apple
Reflections on how Apple has changed under Cook's leadership, for better and for worse.
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Mythos, Altman, New York Times
Anthropic's new model, the Sam Altman New Yorker profile, and Ben's interview with the New York Times CEO
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OpenAI Buys TBPN
OpenAI's purchase of TBPN doesn't make any sense and raises serious questions about OpenAI's management.
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