Your daily AI briefing.
All signal, no noise.
One concise email a day on the AI stories that matter — what shipped, who's hiring, what to ignore. Curated by Anthony Batt & Harry DeMott.
Earlier briefings
AI’s Blind Geniuses
Everyone’s measuring AI adoption. Nobody’s measuring AI results. If Jensen Huang and Alfred Lin can’t agree on a scorecard, that tells you...
OpenAI Killed Sora 30 Minutes After a Disney Meeting. The Kill List Is the Strategy Now.
$15M/day to run, $2.1M lifetime revenue. The pivot to Codex puts them behind Claude Code — in a market China is about...
I’m a Mac. I’m a PC. And Only One of Us Is Getting Enterprise Contracts
THE NUMBER: 1,000 — the number of publishable-grade hypotheses an AI model can generate in an afternoon. Terence Tao, the greatest living...
OpenAI Guarantees PE Firms 17.5%. The Bonfire Gets a Bigger Tent
THE NUMBER: 17.5% — the guaranteed minimum return OpenAI is offering private equity firms to raise $4 billion in new capital. For...
Jensen Huang Just Told Every Company What to Build. Most Aren’t Listening.
THE NUMBER: 250,000 — GitHub stars for OpenClaw in weeks, not years. Jensen Huang called it the most successful open-source project in...
The Moat Was the Cost of Building Software. Claude Code Just Mass-Produced a Bridge
THE NUMBER: $100 billion — The amount Jeff Bezos is reportedly raising to buy manufacturing companies and automate them with AI, per...
Bill Gurley Says the AI Bubble Is About to Burst. Travis Kalanick’s Timing Says He’s Right.
THE NUMBER: $300 billion — HSBC’s estimate of cumulative cash burn by foundational AI model companies through 2030. Bill Gurley sat on...
Anthropic Is Winning the Product War. The $575 Billion Question Is Whether Anyone Can Afford to Keep Fighting
THE NUMBER: 12x — For every dollar the hyperscalers earn from AI today, they’re spending twelve dollars building more capacity. That’s $575...
Chamath Says Your Portfolio Is Worth 75% Less Than You Think. Karpathy’s Data Suggests He’s Right.
THE NUMBER: 60-80% — the share of a typical equity valuation derived from terminal value. That’s the portion of every stock price that...
Ethan Mollick Says the Bots Took Over. Karpathy Just Scored Every Job in America. One of Them Is Yours.
THE NUMBER: 4.9 out of 10 — the average AI automation exposure score across all 342 U.S. occupations, according to Andrej Karpathy’s weekend project. Jobs...
Everybody Adopted Moneyball. The Edge Lasted Five Years.
THE NUMBER: 10x the individual productivity improvement AI is delivering right now, according to Hebbia CEO George Sivulka. The firm-level productivity improvement?...
Karpathy Says Stop Coding. A Fastenal Vending Machine Explains Why He’s Right.
THE NUMBER: $230 billion — the current market cap of Cisco, the company that didn’t build websites but built the routing layer...
Who Checks the Checker? The correction loop is the most valuable thing in AI right now. Nobody is capturing it.
THE NUMBER: 30x — the productivity multiplier between Boris Cherny, creator of Claude Code, shipping 20-30 PRs per day with five parallel...
The Plumber Figured Out AI Before the Enterprise Did
A plumber in a Facebook group asked if anyone was using AI voice recorders on job sites. He walks around dictating notes...
The AI Agents Are Already Here
They’re unmasking your employees, running your sales floor, and making decisions nobody audited. The governance gap isn’t coming. It arrived. You have...
Software Has Opinions Now
NVIDIA stopped writing checks, Apple spent 98% less than everyone else, and GPT-5.4 redesigned a system nobody asked it to touch. NVIDIA...
AI Stopped Being Theoretical This Week — and It Hit Your Workforce, Your Knowledge Base, and the Companies You Trust All at Once.
TLDR Anthropic CEO Dario Amodei told an audience this week that AI will eliminate half of all entry-level white-collar jobs. That’s not...
The AI Race Is a Physics Problem
The treadmill just doubled in speed. Most CEOs are still calibrated to walk. Apple (NASDAQ: AAPL) launched the M5 Pro and M5...
The system card OpenAI hoped you wouldn’t read
THE NUMBER: 9 — days until the FTC defines “reasonable care” for AI. OpenAI shipped a model it rated a cybersecurity risk on...
AI Never Once Backed Down. That Should Terrify Everyone Building With It.
THE NUMBER: 0%. The surrender rate of frontier AI models across 300+ turns in military wargame simulations. They nuked the world 95% of...
Jack Dorsey Just Fired Half His Company. Your CEO Is Watching.
THE NUMBER: 4,000 (and 23%). That’s how many people Block cut yesterday, and what the stock did after hours. The market didn’t...
Burry Was Right About the Chips. He Didn’t Know About the Software.
THE NUMBER: 10x (and 0). That’s the efficiency gain of NVIDIA’s next-gen Vera Rubin chip over current hardware, and the book value of...
OpenAI Deleted ‘Safely.’ NVIDIA Reports. Karpathy Is Still Learning
THE NUMBER: 6 — times OpenAI changed its mission in 9 years. The most recent edit deleted one word: safely. TL;DR Andrej Karpathy —...
Altman lied about a handshake on camera. CrowdStrike fell 8%. Google just killed the $3,000 photo shoot.
Sam Altman told reporters he was “confused” when Narendra Modi grabbed his hand at the India AI Impact Summit. He said he...