Tag
4 posts
OpenAI
Everything I've filed under “OpenAI”, newest first.
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Why OpenAI Is Sprinting: Inside the AI Bubble's Capex Trap
OpenAI's 28-day sprint, Anthropic's $2T IPO bid and $800B of hyperscaler capex define the AI bubble's most dangerous phase: real tech, fragile cash flows.
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OpenAI Dots and the Economic Paradox of Personal Agents
OpenAI Dots and GPT-6.1 Sol show the personal agent war has moved from model IQ to inference economics. Why cross-subsidization will decide the First Layer.
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September 2026 AI Model Rankings: Reading the Chart
Read the September 2026 AI model rankings as a dated tier chart, with its attribution, missing methodology, and limits made clear before choosing a model.
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Why ChatGPT Can Feel Less Capable: What to Check
When ChatGPT feels less capable, check model selection, reasoning effort, context, and repeatable results before treating a bad answer as a hidden downgrade.