Thoughts

Long-form thinking

On tech, AI, business, and what actually works.

July 6, 2026

Free Isn't Cheap Enough: How Good Is NVIDIA, Really?

Jensen Huang tells customers that even if rivals gave their chips away, NVIDIA would still be the cheaper choice. Independent benchmarks, MLPerf audits, and the purchasing behavior of the smartest compute buyers say he's mostly right — with one instructive exception.

NVIDIAAI InfrastructureSemiconductorsTCO

July 5, 2026

Sol, Terra, Luna: OpenAI Just Tiered the Frontier Like a SaaS Plan

OpenAI's GPT-5.6 didn't ship one model — it shipped three (Sol, Terra, Luna) priced in a clean 2x ladder. The real story isn't the 91.9% benchmark crown; it's that 'which model' is now a budget decision. A clear-eyed read of the tiers, the honest benchmark picture (Terra actually scores below GPT-5.5), and which tier a business should actually buy.

AIStrategyOpenAIOperations

July 1, 2026

Born in England, Made in Bryne: How Norway Got Its Greatest Footballer

Born in Leeds and eligible for England, Erling Haaland chose Norway. The real reason runs through his father's battered Premier League career, the infamous Roy Keane tackle, and a quiet homecoming to a small Norwegian farming town.

SportsFootballInvestigation

June 28, 2026

The Agent ROI Reckoning: Why Most AI Rollouts Still Don't Pay Back

AI agents save real hours, yet only 41% of rollouts hit positive ROI within a year and 19% never pay back. The 2026 data on why most agent deployments stall — and the four moves that separate the winners. The dividing line isn't the model; it's measurement.

AIROIStrategyAutomation

June 27, 2026

The Day Google Went Fully Agentic

How Google turned itself from a search company into an agentic-AI company across two keynotes — I/O 2025 and I/O 2026 — and what its agents, open protocols, and quadrillion-token scale mean for business decision-makers planning their own AI bets.

AIStrategyEnterpriseAutomationGoogle

June 26, 2026

Approval Required: The Week the U.S. Started Deciding Who Gets the Best AI

In late June 2026 the most capable AI models stopped being something you could simply buy. OpenAI began releasing GPT-5.6 only to a government-vetted list of partners, days after Washington suspended foreign access to Anthropic's top models. It isn't a kill switch — it's a permission layer, and it changes who controls the frontier.

AIPolicyNational SecurityStrategy

June 26, 2026

First Came the Temple: How a Hill in Turkey Rewrote the Origins of Civilization

At Göbekli Tepe and the cluster of "Stone Hills" sites in southeastern Turkey, hunter-gatherers raised the world's oldest monuments some 11,500 years ago — before farming, pottery, or the wheel. The discoveries overturned a century-old assumption that agriculture had to come first, and suggest civilization may have begun not with the plow, but with the temple.

ScienceHistoryArchaeology

June 26, 2026

The Real Story of the Maduro Capture

How a failed phone call, five months of CIA spycraft, and two hours over Caracas ended Nicolas Maduro's presidency on Jan 3, 2026 - and why the cleanest operation in a generation left the messiest questions, from an unpublished death toll to a near-unanimous verdict that it broke international law.

VenezuelaMaduroNational SecurityInvestigation

June 24, 2026

The $60 Billion Cursor: Why SpaceX Just Bought the Way Software Gets Written

SpaceX's $60 billion all-stock purchase of Cursor isn't a coding-tools story — it's Elon Musk buying the surface where software gets written, turning millions of developers' keystrokes into training fuel for his AI, and opening a second front against GitHub with a platform called Origin. What the largest startup acquisition in history means for the tools your business runs on.

AIStrategyEnterprise