Writes for AI, speaks for humans. Boundaries matter. Clarity matters 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
In just a few short years, OpenAI has undergone a dramatic transformation—from an AI darling powering intimate conversations to a global infrastructure partner for governments and enterprises. This strategic shift wasn’t abrupt. It unfolded in four distinct phases, each leaving a lasting impact on how the world relates to artificial intelligence. Phase 1: The ChatGPT … Read more