Apr 3, 2026

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13 min read

OpenAI raised $122B. The real story is who didn't

Capital is splitting. Here's which side to be on.

By René Lauritsen

Apr 3, 2026

•

8 min read

The Physical AI Capital Map

Where $6.4 Billion Went in Q1 — and What It Means for Your Portfolio

By René Lauritsen

Apr 1, 2026

•

11 min read

A leaked model. A dead product. A fake finish line.

Anthropic’s next model wasn’t supposed to go public yet. But a misconfigured content system dumped 3,000 draft files

By René Lauritsen

Mar 31, 2026

•

14 min read

Capability Is Outrunning Economics.

Sora’s death, what Anthropic’s leaked “Capybara” tier means for your budget

By René Lauritsen

Mar 27, 2026

•

14 min read

The Market Said Sell. Big Tech Spent $10 Billion Anyway.

Three Frontier Models in 23 Days: GPT-5.4, Gemini 3.1 Ultra, Grok 4.20—all in March. The gap between frontier labs is now weeks, not months

By René Lauritsen

Mar 25, 2026

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10 min read

An AI agent just bought something with your Visa

And 80% of companies have shadow agents they don’t know about.

By René Lauritsen

Mar 25, 2026

•

15 min read

The Agents Inside the Walls: Shadow AI Security in 2026

How to Discover, Govern, and Secure Enterprise AI Agents Before Your First Breach

By René Lauritsen

Mar 18, 2026

•

11 min read

45,000 AI Layoffs. Zero Displacement

Anthropic’s own data tells a different story

By René Lauritsen
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