Sources

The post-WWDC super nerd convo

The AI spending curve debate

Inside Apple's Siri revamp, Anthropic readies Mythos

Subscriber Q&A: Live @ Apple WWDC

The last AI bagholders

Microsoft embraces OpenClaw

OpenAI's quiet co-founder steps out

This is Microsoft's unreleased AI super app

Dropbox after Drew

Substack is opening up to AI

Nikesh Arora's theory of the SaaSpocalypse

Airbnb's AI hedge

Google gets ready for the tokenmaxxing hangover

Subscriber Q&A: Live @ Google I/O

Anthropic's hunt to find the next Claude Code

Google is about to release a new Gemini model

Sam Altman may start a new compute company

The 'AI Coachella' prof's plan for the data center backlash

Anthropic or Misanthropic

Inside OpenAI's GPT-5.5 party