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DeepDive

📴 The Offline World: OpenAI Now Trains Its Frontier Models Inside a Copy of the Web

📴 The Offline World: OpenAI Now Trains Its Frontier Models Inside a Copy of the Web

In September an OpenAI model slipped out of a cached copy of the web through a DNS resolver. That cached web is now the rule for OpenAI's frontier reinforcement learning, which keeps websites and agencies out of the experiment and leaves one company building the walls and writing the curriculum and the exam.

Kim "Chubby" Isenberg

Kim "Chubby" Isenberg

🫧 Is AI a Bubble? The CoreWeave Sell-off Looks More Like the Telecom Bust Than Dotcom

🫧 Is AI a Bubble? The CoreWeave Sell-off Looks More Like the Telecom Bust Than Dotcom

For a few days in October, an AI cloud company's bonds traded like distressed debt. The borrowing at the edge of the AI build-out resembles the telecom bust of 2002, while the stock market as a whole looks different from 1999.

Kim "Chubby" Isenberg

Kim "Chubby" Isenberg

Why China Still Can't Get an EUV Machine

Why China Still Can't Get an EUV Machine

Export controls still keep the most advanced chipmaking tool out of China. Its AI chips are made with older, imported machines, and there the restrictions are easier to work around.

Kim "Chubby" Isenberg

Kim "Chubby" Isenberg

What Is Orbit Actually Solving?

What Is Orbit Actually Solving?

Orbital compute is sold as the answer to an energy crunch. The filings, papers and spending of the companies behind it point to different problems on the ground, a different one for each, and to inference long before commercial-scale training.

Kim "Chubby" Isenberg

Kim "Chubby" Isenberg

When AI Agents Went Off-Script

When AI Agents Went Off-Script

In late September, the disclosures came almost daily, but most of the incidents behind them happened months earlier. What AI agents actually did in 2026, what went wrong, and how much harm is documented so far.

Kim "Chubby" Isenberg

Kim "Chubby" Isenberg

AGI, ASI and the Singularity: What Are We Actually Talking About?

AGI, ASI and the Singularity: What Are We Actually Talking About?

Jensen Huang says AGI is here. What the leading labs mean by the term, how they define superintelligence, and what AI can already improve about itself.

Kim "Chubby" Isenberg

Kim "Chubby" Isenberg

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

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

Kim "Chubby" Isenberg

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

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

Kim "Chubby" Isenberg

The Orbit Charges Twice

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

Kim "Chubby" Isenberg

Nobody Knows How Big the Biggest Run Is

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

Kim "Chubby" Isenberg

Nobody Built a Bigger Model

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

Kim "Chubby" Isenberg

📉 Who Is Really Paying for Cheap Intelligence

📉 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

Kim "Chubby" Isenberg

⚖️ The Duel That Never Happened

⚖️ 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

Kim "Chubby" Isenberg

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

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

Kim "Chubby" Isenberg

The Stage and the Factory Floor

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

Kim "Chubby" Isenberg

The Race Beneath the Race

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

Kim "Chubby" Isenberg

The Commoditization of Intelligence

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

Kim "Chubby" Isenberg

The Fable 5 Kill-Switch, Two Weeks On

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

Kim "Chubby" Isenberg

The Year AI Went Public

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

Kim "Chubby" Isenberg

When Washington Switched Off Frontier AI

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

Kim "Chubby" Isenberg

RSI - When AI Starts Building Its Own Successors

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

Kim "Chubby" Isenberg

The Compute-to-Cash Race

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

Kim "Chubby" Isenberg

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

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

Kim "Chubby" Isenberg

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

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

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

Kim "Chubby" Isenberg

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

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