anthropic
The To-Do List Is Just the Beginning
Three companies announced personal AI agents this week, all promising to handle your calendar, your emails, your shopping, and your errands. The framing is always the same: finally, an assistant that does the boring stuff so you can focus on what matters. It’s a reasonable pitch, and it’s also the wrong level of analysis. The…
The Hour Was Always a Proxy
McKinsey’s clients have started refusing to pay by the hour, and the reason they give is blunt. With AI in the room, billing by time spent has become a kind of theater. If the slide deck that took a junior associate three days now takes ninety minutes, what exactly is the client paying for when…
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…