AI Research · May 7The AI Energy Crisis Has a Living Answer. This Organism Just Proved It Works.Compute EconomicsBio & Science
IndustryVol. 1·Wednesday, May 6, 2026·No. 73Anthropic's Wall Street Play Is Not a Software DealA $1.5 billion joint venture with Blackstone, Goldman Sachs, and Hellman & Friedman puts Anthropic inside the portfolios of the world's largest PE firms. The financial services product blitz that followed makes clear this is a bet on becoming the operating layer for the entire industry, not just another vendor selling API access.Industry StrategyAnthropicNoah Ogbi11 min readContinue →
AI PolicyVol. 1·Monday, May 4, 2026·No. 71The Pentagon's AI Coalition Has a Problem It Built ItselfThe Pentagon's eight-company AI coalition exists because Anthropic refused to join it. What the May 1 announcement reveals is a strategic predicament of the Defense Department's own making - and a still-active classified dependency on the very vendor it is blacklisting.AI PolicyAnthropicDefense & National SecurityNoah Ogbi10 min readContinue →
IndustryVol. 1·Thursday, May 7, 2026·No. 74Samsung Hits $1 Trillion. Memory Is No Longer a Commodity.Samsung Electronics crossed a $1 trillion market capitalization on May 6, posting a 15% single-session surge after Q1 2026 operating profit of 57.2 trillion won - up 756% year-over-year. The numbers signal something more fundamental than a cyclical peak: AI has structurally transformed memory from a commodity into a constrained, strategic resource.Industry StrategyCompute EconomicsNoah Ogbi8 min readContinue →
AI ResearchVol. 1·Tuesday, May 5, 2026·No. 72The Self-Improving Machine: How AI Is Learning to Build Its Own SuccessorsJack Clark, co-founder of Anthropic and former policy director at OpenAI, puts the probability of a fully automated AI research pipeline at 60% or higher before the end of 2028. The benchmark evidence he assembles - from coding agents to alignment research - suggests the transition is already underway.Frontier ModelsResearchNoah Ogbi12 min readContinue →
AI PolicyVol. 1·Sunday, May 3, 2026·No. 70The $1 Million Server: How Washington Finally Made Its Chip Embargo HurtNvidia B300 servers now sell for around $1 million in China - nearly double the U.S. list price. The price surge is a direct consequence of two converging pressures: the H20 export licensing requirement that cost Nvidia $4.5 billion, and a federal indictment that dismantled the grey-market supply chain that had kept restricted hardware flowing to Chinese buyers.AI PolicyCompute EconomicsNoah Ogbi7 min readContinue →
