GPT-Rosalind and the End of the Vertical AI Excuse For the past two years, the pitch from every life sciences AI startup has followed the same script. General models don’t understand protein folding, reaction mechanisms, or clinical trial design well enough to be useful in production. You need a domain-specific model trained on proprietary biomedical…
ChatGPT Just Got a Memory Upgrade That Actually Changes How the Product Works Most AI product announcements are noise. A new benchmark score, a slightly bigger context window, a marketing blog post dressed up as a technical deep-dive. This one is different, and I want to explain why I think it deserves more attention than…
The Number That Should Make Every ML Engineer Uncomfortable Anthropic just released internal performance data on Claude Mythos Preview, and I’ve been sitting with it for a few hours now. Not because it’s surprising, exactly. More because the specific numbers make something abstract feel very concrete, very fast. Let me walk through what they published….
OpenAI Isn’t Building a Better Code Editor Anymore Something shifted this week in how OpenAI is positioning Codex, and I think a lot of people in the developer community missed it because they were watching the wrong thing. The headline features look incremental on the surface. Codex Sites lets you turn an idea into a…
The Lone Researcher Just Got a Lab Most announcements from major AI labs land with a thud of hype and then quietly fade. This one is different. Google DeepMind just opened Co-Scientist to individual researchers through a new initiative called Gemini for Science, and I think the scientific community is sleeping on what this actually…
Anthropic Just Filed an S-1. The Safety Lab Is Becoming a Public Company. There is a version of this news that gets treated as a straightforward business milestone. Anthropic filed a confidential S-1 with the SEC. They raised $65 billion in a Series H at a $965 billion post-money valuation. Run-rate revenue crossed $4.7 billion….
Codex Just Broke the Mold for AI Coding Assistants Most AI coding tools are autocomplete with better PR. You sit there, prompt after prompt, shepherding every line like a distracted intern who needs constant supervision. OpenAI just changed the model, and I think most people are sleeping on what that actually means. This week, OpenAI…
Anthropic Just Crossed $4.7B in Run-Rate Revenue. The Market Believes It. There are valuations that make you squint, and then there is whatever Anthropic just did. A $65 billion Series H round, led by Altimeter, Dragoneer, Greenoaks, and Sequoia, at a $965 billion post-money valuation. That puts Anthropic within breathing distance of a trillion dollars…
The Slow Confidence Drain: What LLM Reliance Is Actually Doing to Engineers There’s a version of the AI tooling debate that’s gotten boring fast. Will it take jobs? Will AGI arrive by 2030? (Demis Hassabis thinks maybe 2029, for what it’s worth.) Those questions matter, but they’re not the one keeping me up at night….
AGI Apparently Already Happened and Most People Missed It Marc Andreessen sat down with Joe Rogan for over three hours last week and said something I keep turning over in my head. His claim: AGI crossed a meaningful threshold about three months ago, with GPT-5.5, Claude 4.6, Gemini 3, and Grok 4.3. And the reason…
