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🛎️ SoftBank All-In Physical AI
Plus: IKEA Bets on AI, Qualtrics Enters Healthcare
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The Company That IPO’d With Nothing and Won Everything
Fermi does not sell power yet. It sells the idea of owning the grid.
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🛎️ Buying Back Creativity
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Citi’s Massive Upload: Teaching 175,000 Employees to Talk AI
One hundred seventy-five thousand Citi employees across eighty countries are learning a new language. It is not Python, and it is not English. It is the
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🛎️ The Next App Store
Plus: AI Monopoly, Deloitte’s Digital Irony
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Anthropic Didn’t Launch a Chatbot, It Launched an Employee
Claude Sonnet 4.5 coded for thirty hours without a break, and it’s just getting started.
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🛎️ The End of Guesswork
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Transparency Is Now the Entry Fee for AI Giants
California’s SB 53 forces giants into the open.
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🛎️ Citi Trains 175,000 Staff
Plus: Fox Guards Henhouse, LLMs as Labor Brokers
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When ARR Becomes Theater, Anything Can Happen
The two-week 2M ARR story was more stagecraft than growth
A little less noise
A more considered view of AI.
Make space for the ideas that deserve your attention.