stratechery.com

2026.19: Earning & Spending

as four of the five megacaps continue to pour massive sums into AI (first quarter CapEx was more than three times that of the Manhattan Project), there are no signs of that pace slowing.

oneusefulthing.org

Sign of the future: GPT-5.5

It is increasingly hard to quickly demonstrate each generational change as AI has gotten better, since a lot of the old things AI was bad at, like math or counting letters in words, are now trivial for AI to do.

ai-supremacy.com

SpaceX’s AI Endgame: Owning the Infrastructure Layer of Intelligence

As global data-center power consumption (the energy for AI Infra) is expected to roughly double to nearly 1,000 terawatt-hours by the end of the decade, according to an estimate by the International Energy Agency, solar arrays in space, on the Moon, around the Moon beaming energy back to earth isn't as crazy as it sounds.

oneusefulthing.org

The Shape of the Thing

This is an era of managing AIs, rather than working with them. This new approach to AI is the outcome of the rapid exponential improvement in AI abilities. That means you can't understand where we are, and where we might be going, without understanding the increasing capability of AI.

stratechery.com

2026.12: Please Listen to My Podcast

Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that I no longer believe we're in a bubble.

ai-supremacy.com

Ambient Computing via Voice AI is about to Enter its Golden Age in 2027

The interface of how we interact with AI will become more multi-sensory, hands-off and accessible. The dream of ambient computing has a lot of potential to evolve in the decade ahead.