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Jul 3, 2026

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10 min read

The customer just became the competitor

Meta wants to rent chips out. Anthropic wants to build its own. Mind the middleman. The biggest customers in AI just stopped acting like customers. On Wednesday, Meta added $150 billion of market value on a report that it plans to rent out its spare computing power

By René Lauritsen

Jul 3, 2026

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6 min read

The customer becomes the competitorMeta wants to rent out its computers. Anthropic wants to build its own chips.

Meta was reported to be building a cloud business to sell the computing power it doesn’t use; Anthropic turned out to be designing its own chip. Neither plan is confirmed. The market repriced roughly $60 billion of other people’s equity anyway.

By René Lauritsen

Jul 1, 2026

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5 min read

Fable 5 is back - with strings attached: Usage credits, ID checks and a shared industry rulebook - all in one week.

It’s back, but not the same. The blackout’s over. Here’s what quietly changed while it was down.

By René Lauritsen

Jul 1, 2026

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5 min read

The permission economy — how gated access became frontier AI’s default setting

Start with what’s confirmed. Anthropic’s Fable 5 — its general-access model — and Mythos 5 — its restricted cybersecurity model — went dark on 12 June under an export-control directive, after Amazon flagged that Fable 5 could be prompted into describing how to exploit a vulnerability

By René Lauritsen

Jun 26, 2026

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11 min read

The bill came due. Micron paid in cash.

The print settled it. Now the cost is moving downstream.

By René Lauritsen

Jun 26, 2026

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7 min read

Memory’s windfall is someone else’s bill

Micron just posted the best gross margin in tech and the Nasdaq fell anyway. That’s not a contradiction. It’s the whole map — the AI buildout has split into who charges for the shortage and who eats it.

By René Lauritsen

Jun 24, 2026

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5 min read

What happens when your AI model just vanishes

Day 11 of the blackout — and a Tokyo lab just sold the way around it.

By René Lauritsen

Jun 24, 2026

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7 min read

The portability premium — why vendor-independence is the new enterprise moat

On a Friday afternoon, one government letter made the most capable AI model on earth vanish from millions of accounts — no warning, no fallback. By Monday a Tokyo lab had sold the cure.

Jun 19, 2026

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10 min read

The Fed just made the toll real

Last week’s funding question got a hawkish answer. Now what?

By René Lauritsen

The customer just became the competitor

The customer becomes the competitorMeta wants to rent out its computers. Anthropic wants to build its own chips.

Fable 5 is back - with strings attached: Usage credits, ID checks and a shared industry rulebook - all in one week.

The permission economy — how gated access became frontier AI’s default setting

The bill came due. Micron paid in cash.

Memory’s windfall is someone else’s bill

What happens when your AI model just vanishes

The portability premium — why vendor-independence is the new enterprise moat

The Fed just made the toll real

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