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Dive into a collection of past posts and rediscover timeless content.
Amazon’s $10B chip lock-in play

Dec 17, 2025

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11 min read

Amazon’s $10B chip lock-in play

PLUS: Tesla Autopilot ruling, Coursera-Udemy merger, Mozilla’s Firefox crisis, formal verification goes mainstream, and GitHub Actions repricing

Jelani Abdus-Salaam
Jelani Abdus-Salaam
Ford’s $2B battery pivot is really a data center bet

Dec 16, 2025

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9 min read

Ford’s $2B battery pivot is really a data center bet

PLUS: Disney’s one-year OpenAI exclusivity, Nvidia buys Slurm, and Creative Commons tests pay-to-crawl economics

Jelani Abdus-Salaam
Jelani Abdus-Salaam
AI data centers are bidding against bridges

Dec 15, 2025

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9 min read

AI data centers are bidding against bridges

PLUS: iRobot’s Chapter 11, India’s WhatsApp ultimatum, Grok’s Bondi Beach blunder, and Netflix’s Warner Bros gamble

Jelani Abdus-Salaam
Jelani Abdus-Salaam
OpenAI and Google drop frontier models on the same day

Dec 12, 2025

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10 min read

OpenAI and Google drop frontier models on the same day

PLUS: Trump's federal AI takeover, VCs say founders have the power now, and Rivian's autonomy play

Jelani Abdus-Salaam
Jelani Abdus-Salaam
Google bets its AI future on the data center guy

Dec 11, 2025

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11 min read

Google bets its AI future on the data center guy

PLUS: Nvidia's chip tracking software, Port's $100M agent infrastructure bet, and space-based data centers

Jelani Abdus-Salaam
Jelani Abdus-Salaam
Trump greenlights Nvidia H200 exports to China

Dec 9, 2025

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9 min read

Trump greenlights Nvidia H200 exports to China

PLUS: Trump's AI law override, data center construction crisis, and Tiger Global's valuation warning

Jelani Abdus-Salaam
Jelani Abdus-Salaam
OpenAI claims 8x enterprise growth while declaring 'code red' on Google

Dec 8, 2025

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10 min read

OpenAI claims 8x enterprise growth while declaring 'code red' on Google

PLUS: X retaliates against EU with ad account kill, Intel bets on federal subsidies to save Moore's Law, and Meta delays AR glasses to 2027

Jelani Abdus-Salaam
Jelani Abdus-Salaam
Netflix drops $82.7B to swallow Warner Bros. whole

Dec 5, 2025

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9 min read

Netflix drops $82.7B to swallow Warner Bros. whole

PLUS: Anthropic CEO calls out 'YOLO' AI spending, Harvey hits $8B valuation, and Tribune sues Perplexity over RAG tech

Jelani Abdus-Salaam
Jelani Abdus-Salaam
Amazon's AI chip business hits multi-billion dollar run rate

Dec 4, 2025

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9 min read

Amazon's AI chip business hits multi-billion dollar run rate

PLUS: VCs 'kingmaking' AI startups with unprecedented capital, EU probes Meta's WhatsApp AI restrictions, and Anthropic CEO warns of bubble territory

Jelani Abdus-Salaam
Jelani Abdus-Salaam
IBM CEO says AI data centers won't pay off

Dec 3, 2025

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7 min read

IBM CEO says AI data centers won't pay off

PLUS: Amazon's benchmark critique, Anthropic acquires Bun, and Zig quits GitHub over AI obsession

Jelani Abdus-Salaam
Jelani Abdus-Salaam
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