notboring.co

Weekly Dose of Optimism #192

The reason they believe robots haven't generalized like LLMs isn't that the models aren't smart enough, but that the data has been a fraction of a percent of what humans naturally generate every day, captured through interfaces that distort the very behavior they're trying to record.

stratechery.com

Amazon’s Durability

Amazon, more than any other company, actually operates with decade-long timeframes, consistently making real-world investments at massive scale that (1) convert their marginal costs into capital costs and (2) gain leverage on those capital costs by selling them to other businesses.

stratechery.com

Mythos, Muse, and the Opportunity Cost of Compute

It's opportunity costs, not marginal costs, that are the challenge facing hyperscalers. How much compute should go to customers, and which ones? How much should be reserved for internal workloads?

ai-supremacy.com

The Biggest AI-as-a-Service Company in History

In a staggering window between February and April 2026, Anthropic's run-rate jumped from $14 billion to $30 billion.

notboring.co

Weekly Dose of Optimism #185

Kalanick spent nearly eight years in what might be the most extreme version of stealth mode any modern founder has pulled off: he's hired thousands of employees, in 30 countries, bought and developed hard real estate assets, built a full-stack food infrastructure business, and did it all like lasagna.

upstartsmedia.com

The $1.5B Compute Startup Helping AI's Hottest Companies Find GPUs

"We have the aspiration to enable the global flow of compute, and we think that's going to be a multi-trillion-dollar market," Moushey says. "And to do that, we have to be a little bit more clear that we're not this weird compute provider anymore. We're actually building the market infrastructure to solve this dislocation of supply and demand."

jefftweedy

GEAR TALKIN'™ #23: White Amplifiers

There is an argument that without the organizational skills and production strategy Forrest brought to the table, Fender may have not been able to make the jump from a comparatively small builder to the mammoth industry leader it became.