Day eight. Thursday. The week that just keeps going. Court opened with Helen Toner's deposition video and wrapped with live testimony from Musk's nonprofit law expert. In between — Zilis finished on the stand and the Sutskever deposition details landed publicly for the first time. The Votes She Cast Musk's core claim is...

Wednesday in Oakland. Day seven. The trial that started as a billionaire grudge match keeps delivering. Let's get into it. The Lede Nobody Was Leading With Buried in Tuesday's Brockman testimony — and somehow not the headline — was this: Musk enlisted several OpenAI employees to do months of free work on self-driving...

This post is speculative. Clearly labeled as such throughout. Nobody knows if the OpenAI IPO fails, stumbles, or sails through without incident. What follows is an honest look at what the exposure chain looks like and what happens to regular people — not billionaires, not institutional investors — if it does. A note...

I know. Third post today. Bear with me. Greg Brockman finished his second day on the stand Tuesday. And somewhere in Oakland a Goldman Sachs risk committee is having a very uncomfortable afternoon. Here's what came out. In 2017 Brockman personally invested in Cerebras Systems — an AI chip startup. Sam Altman separately...

Week two. Brockman on the stand. Musk in the gallery watching. Before a single question was asked Monday morning, a court filing from Sunday night had already dropped the day's first bombshell. Two days before the trial began, Musk texted Brockman to gauge interest in a settlement. Brockman responded by suggesting both...

The trial's in recess. Musk has, shockingly, followed the judge's orders so far. The prediction markets are not impressed but the lawyers appear to be winning for now. The trial opened Monday. Tuesday evening the Wall Street Journal published a story about missed revenue targets. Friday the Journal dropped a full CFO...

There's a federal judge in Oakland named Yvonne Gonzalez Rogers who said something last week that nobody in that courtroom had probably heard before. She looked at two of the most powerful men in tech — one who controls more capital than most countries, one who posts at 2am like consequences are a feature for other...

Sam Altman just published a 13-page plan to save capitalism from AI. He's the one building the AI. His company won't be profitable until 2030. And this was somehow not the wildest thing that happened at OpenAI this week. Part of the ongoing Big Tech's War on Users series. If you haven't read They're Racing to Stay Ahead...

OpenAI just closed the biggest private funding round in Silicon Valley history. The agents are deleting people's inboxes. Your RAM costs three times what it did a year ago. These are not separate stories. Back in November, I wrote about OpenAI's bet to survive the bubble — $288 billion in infrastructure commitments to...

OpenAI has announced a $38 billion deal with Amazon Web Services, securing immediate access to AWS EC2 UltraServers, hundreds of thousands of Nvidia chips, and the ability to scale to tens of millions of CPUs. This seven-year commitment comes on the heels of a $250 billion agreement with Microsoft Azure that also...