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If you like this piece and want to support my independent reporting and analysis, why not subscribe to my premium newsletter?

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If you like this piece and want to support my independent reporting and analysis, why not subscribe to my premium newsletter?

It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of


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Executive SummaryOpenAI CFO Sarah Friar has, per The Information, said that OpenAI is not ready to go public in 2026, in part because of the "risks from its spending commitments" and not being sure whether the company's revenue growth would support its spending commitments.Friar (CFO) no longer reports to Sam Altman (CEO) and hasn't done so since August 2025.Ope...

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Soundtrack — Soundgarden — Blow Up The Outside World

A lot of people try to rationalize the AI bubble by digging up the past.

Billions of dollars of waste are justified by saying “OpenAI just like Uber” (it isn’t) and “the data center build...


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