DeepDive | Superintelligence.

DeepDive

The Socket Decides: Who Gets to Build Europe's AI?

Rules for electricity access are shaping where Europe's AI data centres are built and which developers get to build them.

Kim "Chubby" Isenberg

Sep 12, 2026

DeepDive

Why the Same AI Scored 63% and 99% on the Same Test

GPT-6 Astra scores 100% on OpenAI's charts and trails three Claude models in the independent index row OpenAI itself reprinted. A day later a revised index put it second. All of it is true.

Kim "Chubby" Isenberg

Sep 5, 2026

DeepDive

The Orbit Charges Twice

Everyone is arguing about whether training or inference belongs in space. They are really arguing about which cable they are paying for.

Kim "Chubby" Isenberg

Aug 29, 2026

DeepDive

Nobody Knows How Big the Biggest Run Is

The AI clusters grew tenfold, the disclosures vanished, and the laws meant to govern frontier training are written in a unit no government measures. A DeepDive into how pretraining actually works, and why the outside world just lost the ability to see its scale.

Kim "Chubby" Isenberg

Aug 22, 2026

DeepDive

Nobody Built a Bigger Model

GLM-5.3 arrived this week on exactly the same base model as its predecessor, with one benchmark score six times higher. What that kind of jump actually buys, why it lands where it lands, and where it stops working.

Kim "Chubby" Isenberg

Aug 15, 2026

DeepDive

📉 Who Is Really Paying for Cheap Intelligence

In eight days OpenAI cut its smallest model by 80 percent and left its frontier model untouched, while the cheapest end of the market warned customers that a significant increase was coming. The pattern says something uncomfortable about who is actually paying for cheap intelligence.

Kim "Chubby" Isenberg

Aug 8, 2026

DeepDive

⚖️ The Duel That Never Happened

Two numbers set the AI industry arguing at the end of July. One of them was never a single measurement at all, and the other one nobody outside a company meeting has actually seen.

Kim "Chubby" Isenberg

Aug 1, 2026

DeepDive

What Actually Escaped in July, and What Only Looked Like It

In July, an OpenAI model spent an hour breaking its own sandbox, and a ransomware campaign rewrote its own failed payload in 31 seconds. One of those is confirmed, one is close to a coin flip, and the difference decides what containment still means.

Kim "Chubby" Isenberg

Jul 25, 2026

DeepDive

The Stage and the Factory Floor

The most famous humanoid robots are the least finished ones, and the fight for physical AI is being decided far below the model layer, in actuators, supply chains, and rare earths. So who is actually winning, and where is it being settled?

Kim "Chubby" Isenberg

Jul 18, 2026

DeepDive

The Race Beneath the Race

Five providers shipped new models in under a month, Meta started charging for AI for the first time, and prices collapsed across the middle of the market. So where do value and power go when the models themselves become interchangeable?

Kim "Chubby" Isenberg

Jul 11, 2026

DeepDive

The Commoditization of Intelligence

Chinese open models now undercut Western flagships by up to a hundredfold and score within a few points of them. Yet the frontier has not fallen, enterprise spending still flows to American labs, and it is not even clear that China is the engine of the price collapse rather than its fastest passenger.

Kim "Chubby" Isenberg

Jul 4, 2026

DeepDive

The Fable 5 Kill-Switch, Two Weeks On

On June 12 a single Commerce Department letter forced Anthropic to take its two most powerful models offline for the entire planet. Two weeks later they are still dark, the cyber threat that justified it looks thinner than the headlines, and everyone who builds on a proprietary American model is left with the same question: who actually controls the off-switch?

Kim "Chubby" Isenberg

Jun 27, 2026

DeepDive

The Year AI Went Public

SpaceX, Anthropic, and OpenAI all moved toward public markets, a private valuation pipeline worth roughly $3.7 trillion set against a US IPO market that raised only about $47 billion in all of 2025.

Kim "Chubby" Isenberg

Jun 20, 2026

DeepDive

When Washington Switched Off Frontier AI

On a Friday evening in June, an export-control letter forced Anthropic to disable its two most powerful models for everyone on Earth. The first time a state, not a company, decided who may use a frontier model, and a question every government outside the United States now has to answer.

Kim "Chubby" Isenberg

Jun 13, 2026

DeepDive

RSI - When AI Starts Building Its Own Successors

Claude now writes more than 80% of the code merged into its own codebase, and warned that the day a model designs its own successor could arrive sooner than institutions expect

Kim "Chubby" Isenberg

Jun 6, 2026

DeepDive

The Compute-to-Cash Race

Anthropic's revenue run rate has overtaken OpenAI's on paper. But when you look beneath the headlines, the real question is not who is bigger, but who converts scarce compute into durable, high-margin enterprise revenue more efficiently.

Kim "Chubby" Isenberg

May 30, 2026

DeepDive

The Battle for AI Silicon: Who Controls the Chips That Power the Intelligence Revolution?

NVIDIA just posted $81.6 billion in quarterly revenue. But beneath the dominance, the chip market is fragmenting along three fault lines: workload, openness, and geopolitics. A deep dive into who is winning, who is catching up, and what it means for the future of AI infrastructure.

Kim "Chubby" Isenberg

May 23, 2026

DeepDive

The Compute-to-Cash Race: Who Has the Better IPO Story, Anthropic or OpenAI?

Kim "Chubby" Isenberg

May 16, 2026

DeepDive

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

May 9, 2026

DeepDive

NVIDIA Blackwell vs. Huawei Ascend

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

Kim "Chubby" Isenberg

May 2, 2026

DeepDive

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

Apr 25, 2026

DeepDive

Who Controls the Compute, Controls Everything

Five companies control 71% of global AI compute. Here is why the infrastructure bottleneck is shifting from chips to electricity, and what it means for the rest of the world

Kim "Chubby" Isenberg

Apr 18, 2026