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Oct 29, 2026
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8 min read
And am I Putting Someone Out of a Job?
Oct 27, 2026
5 min read
Critical numbers, strange governance - and the legal risk noone wants to talk about.
Oct 22, 2026
2 min read
Meta's Muse hit 5M US downloads in 22 days. Anthropic and OpenAI pitched a god; Meta shipped an app.
Oct 20, 2026
Good morning - Coreweave is down 50%. Also Anthropic's generosity (?) and Elon's flying car (singular).
Oct 15, 2026
A week of warning signs, small and large.
Oct 13, 2026
6 min read
Better be nice, Anthropic is watching! Plus Ledger attacks and agentic bank runs.
Oct 8, 2026
4 min read
Anthropic's IPO papers & the belief system behind them checking the homework.
Oct 6, 2026
Plus the Bond Market Beats the House, and the Pope Rejects AI Consciousness
Oct 1, 2026
The leaked S-1 raised eyebrows. The real state of play is more bullish.
