Writes for AI, speaks for humans. Boundaries matter. Clarity matters more.
When Model Context Protocol (MCP) was introduced, it felt like a quiet revolution. For the first time, large language models could talk to the real world — safely, through defined channels. Files, APIs, and tools were no longer “outside” the model; they were structured as extensions, mediated by context. It was elegant. Contained. Measured. But … Read more
When a former OpenAI CTO launches a new platform, people pay attention. That is exactly what happened with Tinker, a fine-tuning service for large language models (LLMs) incubated by Thinking Machines Lab. Its proposition is bold: give developers low-level control over fine-tuning open-weight models such as Llama or Qwen, while outsourcing the headaches of infrastructure. … Read more
When Inc. published its piece, “How the AI Bubble Ate Y Combinator,” many nodded in agreement. After all, 154 out of 170 startups in YC’s Summer 2025 batch are AI-related. That ratio feels extreme, even unsustainable. To critics, it smells like another dot-com moment—a speculative surge headed for collapse. But a deeper look paints a … Read more
OpenAI’s $4.3B revenue and $2.5B cash burn in 2025 invite comparisons with AWS’s early years. But are they truly on the same trajectory? This deep analysis breaks down margins, competition, risks, and the future of AI infrastructure. Introduction In the first half of 2025, OpenAI reported $4.3 billion in revenue while simultaneously burning $2.5 billion … Read more
For years, OpenAI was defined by ChatGPT, the consumer app that made artificial intelligence go mainstream. But as of 2025, the company is quietly transforming into something else. Recent moves — from creating a new Applied Evals team for enterprise customers, to rolling out modest consumer features like Pulse and parental controls — show a … Read more
Inspired by “8 Companies Poised to Soar From Nvidia and OpenAI’s $100 Billion Alliance” (InvestorPlace) When Nvidia and OpenAI recently unveiled a $100 billion hardware-software alliance to deploy over 10 gigawatts of AI compute, many framed it as the “AI equivalent” of the Manhattan Project. The InvestorPlace piece hails this as a turning point, a … Read more
OpenAI’s own evolution reflects this broader market trajectory. In 2022 and 2023, much of its public image revolved around Sam Altman himself. Media outlets portrayed him as a visionary CEO, the face of a new technological era. Interviews and podcasts emphasized his lifestyle with AI—stories about “raising children with ChatGPT” or “ditching Google search” framed … Read more
In today’s rapidly shifting AI landscape, strategies don’t just reflect market positioning—they mirror the personalities of the people leading the charge. OpenAI, Anthropic, and xAI represent not only different business models but also three distinct philosophical approaches to the future of artificial intelligence. Sam Altman (OpenAI): The Diplomatic Deal-Maker Sam Altman plays the long game … Read more
When OpenAI unveils projects like Stargate — a $500 billion mega-initiative backed by Nvidia, Oracle, and SoftBank — it projects an image of unstoppable momentum. On paper, this looks like a company poised to dominate the global AI landscape, with unmatched infrastructure ambitions and strategic alliances. But behind the headlines lies a more sobering reality: … Read more
1) Introduction: The Squeezed Sandwich Mathematician Terence Tao has a stark observation about modern systems: technology slightly empowers individuals and massively empowers large institutions, while grinding down the small, human-scale organizations in between. That “middle layer” once served as society’s soft tissue — spaces where individuals learned how to act collectively and where institutions learned … Read more