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Half Your AI Runs on Chinese Models

Half Your AI Runs on Chinese Models

How a 35x pricing gap quietly redirected nearly half of US enterprise API traffic to Chinese models, and why the government's crackdown on American AI may have accelerated the very migration it should have prevented

Justin Wright
Justin Wright
Altman Offered the Government 5% of AI

Altman Offered the Government 5% of AI

How OpenAI's sovereign wealth fund proposal turns regulators into shareholders, and why the government's three-week crackdown on frontier models just got a $42.6 billion response

Justin Wright
Justin Wright
Google Built the Transformer. Every Author Left.

Google Built the Transformer. Every Author Left.

How the company that published "Attention Is All You Need" lost all eight of its authors to competitors, and why $269 billion in market cap evaporated when the market noticed

Justin Wright
Justin Wright
Musk Exercised the Call Option

Musk Exercised the Call Option

How SpaceX turned a $10 billion Cursor partnership into a $60 billion acquisition four days after the largest IPO in history, and why a rocket company is now building the full AI developer stack

Justin Wright
Justin Wright
Anthropic Asked for a Kill Switch. The Government Used It.

Anthropic Asked for a Kill Switch. The Government Used It.

How Fable 5 went from state-of-the-art to offline in 72 hours, and why the company that called for AI guardrails just learned they cut both ways

Justin Wright
Justin Wright
The AI That's Writing Itself

The AI That's Writing Itself

How 80% of Anthropic's code is now authored by Claude, and why the company accelerating recursive self-improvement is also the one calling for a kill switch

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

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
Justin Wright
Your AI Agent Just Got Its Own Email Address

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
Justin Wright
Google Just Killed the App

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
Justin Wright
Musk's Most Expensive Roommate

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
Justin Wright
OpenAI's $600 Billion Reality Check

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
Justin Wright
Cursor's $10 Billion Call Option

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
Justin Wright
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