market-strategy
The Fight Moved to the Doorway
A space-and-AI conglomerate priced its public debut at $135 a share today, and the number is almost the least interesting thing about it. What is actually being sold is a position: ownership of a surface people already look up at. That is the quiet logic running through almost everything worth noticing today, and it is…
The Frontier Becomes a Part on Someone Else’s Board
OpenAI’s newest models showed up this week in a place they were never supposed to live: Amazon’s catalog. Amazon Web Services announced that GPT-5.5, GPT-5.4, and Codex are generally available on Bedrock, which is another way of saying the most coveted thing in technology can now be ordered the way you order storage or bandwidth.…