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Dive into a collection of past posts and rediscover timeless content.

AI and Finance

USA/ China: Nuclear Playbook Meets Artificial Intelligence

May 11, 2026

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6 min read

USA/ China: Nuclear Playbook Meets Artificial Intelligence

Inside the high stakes push to keep the US and China AI rivalry from spiraling into a global crisis.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg

Community

Trustworthy AI Is Really About Delegated Agency

May 10, 2026

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8 min read

Trustworthy AI Is Really About Delegated Agency

Risk is no longer just about how smart a model is, it is about how much power you give it.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg

DeepDive

The Man Who Studied Power and Then Built It: Alex Karp, Palantir, and The Technological Republic

May 9, 2026

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10 min read

The Man Who Studied Power and Then Built It: Alex Karp, Palantir, and The Technological Republic

When AI infrastructure defines what institutions see, the design choices become political choices.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg

AI and Politics

OpenAI's Voice Just Got Smarter

May 8, 2026

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5 min read

OpenAI's Voice Just Got Smarter

How the new realtime models turn voice from a simple input into a powerful reasoning interface

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg

Longevity

Musk's GPUs Now Power Claude

May 7, 2026

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6 min read

Musk's GPUs Now Power Claude

How Anthropic took over the Colossus 1 cluster after xAI struggled to use its own hardware

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg

AI Research

GPT-5.5 Instant: Less Fluff, More Facts

May 6, 2026

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4 min read

GPT-5.5 Instant: Less Fluff, More Facts

Less padding and more personal memory make GPT-5.5 Instant a major leap forward

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg

Robotics

Claude Is Coming for Your Company

May 5, 2026

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5 min read

Claude Is Coming for Your Company

How Anthropic is moving beyond software licenses to physically install AI inside your daily workflows

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg

AI and Finance

$1.75 Billion Bet on Chinese AI

May 4, 2026

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5 min read

$1.75 Billion Bet on Chinese AI

With prices rising and revenues crossing a billion dollars, Wall Street is finally buying into China's AI boom

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg

DeepDive

NVIDIA Blackwell vs. Huawei Ascend

May 2, 2026

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9 min read

NVIDIA Blackwell vs. Huawei Ascend

Did DeepSeek V4 Prove China Doesn't Need Western Silicon?

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg

AI and Politics

Anthropic: From $18B to $900B in Two Years

May 1, 2026

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6 min read

Anthropic: From $18B to $900B in Two Years

Massive infrastructure commitments from Amazon and Google are fueling Anthropic's compute expansion

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg

Longevity

$700 Billion AI Bet, One Earnings Night

Apr 30, 2026

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5 min read

$700 Billion AI Bet, One Earnings Night

The core tension is clear: every company reported being compute-constrained with demand outstripping supply

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg

AI Research

The Trial That Could Break OpenAI

Apr 29, 2026

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4 min read

The Trial That Could Break OpenAI

The trial, expected to last two to three weeks, could complicate OpenAI's planned IPO, strain its Microsoft partnership, and set a legal precedent

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg

Robotics

OpenAI Breaks Free From Microsoft

Apr 28, 2026

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5 min read

OpenAI Breaks Free From Microsoft

OpenAI can now sell directly on AWS, Google Cloud, and Oracle, ending Microsoft's exclusive distribution and opening the enterprise floodgates ahead of a planned IPO

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg

AI and Finance

Google Declares AI Chip Independence

Apr 27, 2026

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5 min read

Google Declares AI Chip Independence

Google introduced TPU 8t (training) and TPU 8i (inference) at Cloud Next 2026, splitting its custom silicon for the first time into two specialized architectures

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg

DeepDive

My Four Days Inside China’s AI Machine: Tales and Analysis

Apr 25, 2026

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12 min read

My Four Days Inside China’s AI Machine: Tales and Analysis

What a trip to China's tech ecosystem revealed about the global AI race, and Europe's shrinking window.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
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