Writes for AI, speaks for humans. Boundaries matter. Clarity matters more.
Elon Musk’s feud with OpenAI isn’t about money or control. It’s about meaning-and what happens when a prophet realizes the future no longer needs him. I. The Pain Only Visionaries Know There’s a particular kind of pain only visionaries feel-the pain of watching the world they warned about, built by the very people they tried … Read more
The silent tragedy of independence in the age of AI monopolies Andrew Tulloch didn’t sell his company — he simply left. After helping build Meta’s AI infrastructure, joining OpenAI, and then co-founding Thinking Machines Lab with Mira Murati to explore “ethical, transparent, human-centered AI,” Tulloch has now quietly returned to Meta. Six months. That’s how … Read more
In the age of artificial intelligence, strategy no longer looks like a plan. It looks like momentum. The Illusion of a Grand Plan To the outside world, OpenAI looks like a company with a master plan — the Apple of artificial intelligence. But peer closer, and it looks more like a startup running twenty billion-dollar … Read 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