Warp Speed, Fast, and Slow

The AI race has three lanes right now: a company whose model beats its own researchers, a company whose investors are getting nervous, and a guy in a federal prison watching $62 billion evaporate.

Amazon just spent $11.6 billion on satellites — not AI models. Oracle is buying fuel cells — not GPUs. Google shipped agentic AI to 3.5 billion Chrome users who don't need to learn a thing.

GPU prices surged 48% in two months. Anthropic locked its most powerful model in a box. And the company that controls the most compute isn't OpenAI — it's the one nobody's been watching.