Segments
Hungary's Post-Reality Election — Hungary's AI-fabricated election campaign [D:c01], Trump administration amplifying Hungarian disinformation [D:c02], tech journalism's CEO-said-a-thing problem [D:d01]Anthropic's Success Trap — Anthropic's $19B revenue creating capacity crisis [D:h01], Pentagon injunction victory [D:h03], Google financing Anthropic's Texas data center [D:l01], Stripe's 1,300 PRs/week [D:f01], anti-system AI productivity [D:f02]The AI Energy Showdown — Trump gas-first strategy at CERAWeek [D:g01], Google and Microsoft pushing diversification [D:g02], Iran war threatening gas isolation [D:g03], oil executives advocating renewables [D:g04], Microsoft picking up abandoned Texas data center [D:l02], Physical Intelligence $11B valuation [D:l03]Corporate Governance's Creative Collapse — EMPD disguised dilution [D:k01], BioNTech founder departures [D:k02], SMCI chip smuggling [D:i03] [D:k03], UWMC bitter press release [D:k04], WATT 150% dilution [D:k05]Sources
NextDraft (Dave Pell)Marcus on AI (Gary Marcus)Lenny's Newsletter - How I AI (Lenny Rachitsky)The Information (Ann Davis Vaughan)AI Agenda (Stephanie Palazzolo)Don't Worry About the Vase (Zvi Mowshowitz)Yet Another Value Blogger (Andrew Walker)The Information AM
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