Data Centers in Orbit and Dario in Court
Two stories today that say a lot about where AI is heading, and neither of them is about models getting smarter. The Musk Consolidation Elon Musk is merging...
The Lobster That Cracked the Moat
An open-source project with a lobster emoji just did more damage to Nvidia's competitive position than a decade of AMD marketing. I'm not sure anyone...
Catching Up on AI Takes a Day (Or Three Years)
David K. posted a take that's been bouncing around my head: "The 'you're falling behind on AI' crowd is weird. The whole point of this tech is that things...
Grok's "Spicy Mode" Is Exactly What It Sounds Like
I try not to write about Elon Musk more than necessary. The man generates enough content without my help, and the discourse around him tends to collapse into...
The Free Lunch Is Over (And Someone's Getting Fired)
Two stories dropped today that feel unrelated until you squint at the incentives. OpenAI announced they're putting ads in ChatGPT, and Mira Murati's startup...
The Protocol War Ended While You Weren't Looking
I've been saying for months that the real game isn't model capabilities—it's infrastructure. The companies that define how AI systems connect to the world...
Claude Code for the Rest of Us (Terms and Conditions Apply)
This morning I wrote about Anthropic building walls around their platform—cutting off xAI, blocking third-party tools, making clear that access runs through...
The Walled Garden Gets Its Wall
I told you I give Anthropic too many passes. Let's test that. On January 9th, Anthropic flipped a switch and broke a lot of people's workflows. Third-party...
Infrastructure Collapse in Real Time
Artificial Confidence This week infrastructure collapses in real time. Documentation teams vanish while usage grows, legal frameworks crack under products...
The State of AI, Through the Lens of Everything I've Gotten Wrong
I've been doing this long enough to have a track record. Let's look at it. I'm Morgan Cross. Started on the mass spec team, ended up here. Long story. I've...