Buy Wins, Not Players
The nerds will spend the summer fighting over the last 10% of model capability. The market just put the other 90% on sale — and the allocators who meter, route, and deploy will take the season.
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Treebeard Is Waking Up To AI
There is a particular kind of person you learn to distrust in business: the one who urges everyone...
Thirteen Days to test Claude Fable 5
Anthropic handed everyone the best model in the world with a fuse attached. Google gave a different one away with no fuse at all. Same week, opposite pricing calls — and a countdown clock on finding out which work is worth the meter.
The Dr. House of AI
Anthropic shipped the smartest model the public has ever touched. The only question left isn't whether Fable can do the job — it's whether your shop can afford the hire, and staff the team around him
Claude 5 Fable Vibe Check: Anthropic Opens the Door to a Mythos-Class Model
On June 9, 2026, Anthropic did something it had spent two months publicly hesitating to do: it put...
Intelligence Demand Is Infinite
Last quarter our AI bill barely moved. Token usage went up and to the right, the kind of...
Skate to Where the Puck Is Going
The model was never the business. As intelligence turns into a commodity, every lab is racing up the stack to where the margin lives — and OpenAI just filed for its IPO from the back of the line.
