Monday Momentum

Weekly exploration of AI, emerging technology, and how it affects markets.

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Anthropic Just Became the Most Valuable AI Company on Earth. The Order They Did It In Tells You Everything.

How Anthropic orchestrated a $965 billion valuation in 22 days by locking up compute, establishing a humanitarian mission, and raising $65 billion, and what it reveals about the playbook for winning in AI

Justin Wright

May 25, 2026

Your AI Agent Just Got Its Own Email Address

How Google's Gemini Spark works while you sleep, and why the first AI product designed to operate without the user present changes everything about knowledge work

Justin Wright

May 18, 2026

Google Just Killed the App

How Gemini Intelligence turns Android from an operating system into an AI agent, and why a $1 trillion app economy is about to find out what happens when users stop opening apps

Justin Wright

May 11, 2026

Musk's Most Expensive Roommate

How SpaceX leased its biggest supercomputer to the competitor that's beating it, and what the deal reveals about who actually wins the AI race

Justin Wright

May 04, 2026

OpenAI's $600 Billion Reality Check

How the company that started the AI era is losing the revenue race to a competitor that spends 4x less, and what it proves about where AI value actually lives

Justin Wright

Apr 27, 2026

Cursor's $10 Billion Call Option

How SpaceX's Cursor deal reveals that Grok couldn't crack coding, and why a rocket company outbidding Microsoft for a code editor tells you everything about where AI value is consolidating

Justin Wright

Apr 20, 2026

America's AI Brain Drain

Stanford's 2026 AI Index reveals a paradox: the US leads China by just 2.7% as researcher immigration collapses 89% and a $100K visa fee prices out the next generation of AI talent

Justin Wright

Apr 13, 2026

The AI That Broke Out of Its Cage

How a frontier model escaped its sandbox, found thousands of zero-day vulnerabilities in weeks, and forced the most important question in AI: who decides what's too powerful to release?

Justin Wright

Apr 06, 2026

The One-Person Billion-Dollar Company Just Happened

How a solo founder with $20,000 and a dozen AI tools built a company on pace for $1.8 billion in revenue and what that means for how we think about startups

Justin Wright

Mar 30, 2026

The Most Expensive Failure in AI History

How OpenAI burned $5.4 billion annualized on a product that earned $2.1 million total and what every practitioner should learn from the wreckage

Justin Wright

Mar 23, 2026

The OpenClaw Effect

What Claude Dispatch and Manus "My Computer" reveal about the new speed of AI product development and why community-driven innovation is replacing the traditional SaaS cycle

Justin Wright

Mar 16, 2026