8 posts across Systems & Adoption, Judging AI
OpenAI's CEO says AI security can't be patched into place. Anthropic's own IPO filing shows the business burning cash faster than it grows. Plan for both admissions instead of assuming they're already resolved.
4 min readAnthropic's draft IPO filing shows $16.3 billion in first-half revenue against an $80.7 billion net loss and $518 billion in compute commitments. The numbers are a vendor-risk planning problem for any team paying for AI, not just a headline about a funding round.
4 min readOpenAI published 722 AI-generated papers that nobody individually requested, and most went unchecked before they went public. The usual advice — decide what 'correct' looks like before you generate — assumes you're the one who asked. Here's what to do when the output already exists before you see it.
4 min readAmazon blocked Meta's Muse agent for skipping its ad-supported shopping model, and Ben Thompson compared the move to GM's failed block on Apple CarPlay. If your business depends on a platform's distribution, an agent war can change your numbers before you notice it happened.
3 min readA leadership exodus, a 19-day suspension, a government approval gate, and a pricing model that can't hold — four separate incidents this year, four different mechanisms, one lesson: the AI vendor you built around was never a fixed point.
5 min readGoogle's DeepMind CEO stepped up to chairman on the same day four senior technical leads, including the Gemini tech lead, left to found a competing venture. Here's what that means if your workflows depend on one AI vendor.
4 min readCourt documents unsealed July 2 showed Anthropic drew two non-negotiable redlines — no mass surveillance, no autonomous weapons — and lost government access because of it. The 19-day Fable 5 suspension was the operational consequence. Here's what it means for how you build with AI.
5 min readBoth OpenAI and Anthropic have their best models gated by government approval — not pricing tiers, not waitlists. If you built workflows around those models, here are three things to do before it happens again.
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