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Past 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 more about the state of AI than any benchmark can. THE NUMBER: 0.37% or 100% — the gap between the best score any AI achieved on ARC-AGI-3 (Gemini 3.1 Pro's 0.37%) and Jensen Huang's claim that we've already reached AGI. Even among the most credible voices in AI, nobody can agree on whether we're at the starting line or the finish line. That uncertainty isn't a bug. It's the operating environment. And it's exactly why the question of...
Mar 25, 2026OpenAI 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 to commoditize from below. THE NUMBER: $15 million / $2.1 million — the daily operating cost of Sora vs. its lifetime revenue. When a product costs 2,600x more to run per day than it has ever earned, killing it isn't a choice. It's arithmetic. The question is what that arithmetic tells you about everything else OpenAI is doing. OpenAI killed Sora this week. Not quietly — 30 minutes after a working session with Disney, whose $1 billion investment...
Mar 24, 2026I’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 mathematician, says the bottleneck is no longer ideas. It's knowing which ones are true. Two engineers hacked an inflight entertainment system this week to launch a video game at 35,000 feet. The airline gave them free flights for life. The hacker community on X thought it was the coolest thing they'd seen all month. Every CISO reading this just felt their blood pressure spike. That's the divide. Not between capabilities. Between cultures. Remember those "I'm a Mac, I'm...