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AI research, tools, and ideas worth paying attention to. Written when there's something worth saying.

May 2026AI Infrastructure

Anthropic and SpaceX: The Deal Nobody Saw Coming

Anthropic just rented every GPU in Elon Musk's Memphis data center. Three months ago, Musk called the company evil. This isn't a merger — it's the only block of near-term GPU capacity that could move fast enough.

Apr 2026AI Strategy

India's AI Funding Surge: The Numbers Are Big, the Policy Change Is Bigger

Indian AI startups raised ₹2,110 crore in Q1 2026 — a 73% YoY surge. AI took 38% of all startup capital. The new DPIIT deep tech framework just doubled the runway. Here is what shifts.

Apr 2026AI Strategy

Spud: What We Actually Know About OpenAI's Next Model, and What's Speculation

Pre-training finished March 24. Sam Altman says "a few weeks." Greg Brockman says "big model feel." Everything else is somebody's guess dressed up as a spec sheet.

Apr 2026AI Strategy

Anthropic's Four-Day Sprint: What Actually Shipped in April 2026

Anthropic shipped a new flagship model, completed its Office integration, redesigned its desktop app, and reshaped its board — all in four days. An engineer's read.

Apr 2026AI Strategy

Capability × Capacity: Anthropic's Double Play That Defines the Next Phase of AI

On April 7, 2026, Anthropic launched Project Glasswing with Claude Mythos — a model too dangerous to release — and announced a multi-gigawatt compute deal. These aren't two stories. They're one equation.

Apr 2026AI Strategy

The Week OpenAI Grew Up: Sora Dies, Razorpay Wins, and AI Finally Picks Revenue Over Demos

OpenAI was spending $15M/day on an app that made $2.1M lifetime. Then they killed it — and wired payments into Codex. These are the same decision viewed from two angles.

Apr 2026AI Research

AI Is Teaching Quantum Computers How to Grow Up

NVIDIA released Ising: the world's first open-source AI models built to make quantum computers work. Harvard, Cornell, IonQ, and Fermilab are already using them. Here's why every AI engineer should care.

Apr 2026AI Infrastructure

Arm just broke a 35-year rule and it matters more than you think

For 35 years, Arm designed chips and never sold one. On March 24, 2026, that ended. What the AGI CPU means for agentic AI infrastructure.

Apr 2026AI Research

TurboQuant: How Google just made AI 6x cheaper to run, and why you should care

3-bit KV cache compression, zero accuracy loss, no fine-tuning. Google Research's TurboQuant is a drop-in result with real production implications.

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