ai-infrastructure
The Picks, the Shovels, and the Mine
Anthropic bought the dev tools startup that OpenAI, Google, and Cloudflare were already paying for. Read that sentence again. The company selling you the model now owns the workbench you use to build with everyone else’s model too. That is not vertical integration in the gentle sense. It is a frontier lab quietly making rent…
The Bootloader and the IPO Pop
Cerebras opened today and closed up 108 percent. The company raised $5.5 billion in the first huge tech offering of the year, and within hours the market had agreed the deal was underpriced by several billion dollars more. This is not price discovery. Price discovery happens when someone with one model of the future meets…
When Infrastructure Stops Being News
Google quietly dropped its official Agent Skills repository on GitHub today. No keynote, no launch livestream, and no introducing post from a vice president. Just a repo, a README, and the assumption that the people who needed it would find it. That is the tell, and it is the whole argument of this piece: the…
Everyone Wants the Layer Below
Apple has begun applying an old App Store rule to a new species of software: the thin client wrapped around a frontier model, the “wrapper” in the dismissive shorthand the industry has adopted. The rule itself is unremarkable. The application of it is the news, because it forces a question nobody in this business has…
The Agent That Mattered Wasn’t on Stage
Google quietly killed Project Mariner this week. The web-browsing agent it walked across the IO stage last year, the one meant to click through forms and book your flights and live inside a browser tab, is gone, retired with a footer-sized announcement and no farewell tour. A year ago it was the future, the thing…
Intelligence Is Cheap. Electricity Is Not.
One hundred twenty seconds of recorded audio, two minutes of someone talking, is now enough to borrow a voice. That detail sat with me longer than any of the model benchmarks did, and it points at the thing I think most of the current commentary is getting backward. Intelligence is collapsing in price. Electricity is…