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Wednesday · July 22, 2026 · Issue No. 933
The Science of Hitting
Daily Briefing · Jul 21, 2026

The Science of Hitting

Ted Williams became one of the greatest hitters who ever lived by knowing exactly which pitches he could drive and taking everything else. This week a machine cracked a 90-year-old math problem over a weekend, a drug scientist proved the benchmarks grading AI are rigged, and both point at the same thing: intelligence is getting cheap, the at-bat is getting free, and the last scarce resource left is knowing what the swing actually produced.

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Seedance Is Quietly Winning AI Video, and Nobody’s Talking About It the Way They Should Be
Essay

Seedance Is Quietly Winning AI Video, and Nobody’s Talking About It the Way They Should Be

Kimi K3 got the headlines this month, chip-stock swings, a Musk exchange, a suspended waitlist. But scroll past...

I Am Altering the Deal
Briefing

I Am Altering the Deal

Vader kept changing the terms in Cloud City, and Lando could only stand there and take it. Anthropic just rationed its best model for the third time in two weeks — free, then capped, then bundled — because a rival one point behind costs a third as much and the Chinese ones are free. Mira Murati won't alter your deal. She'll sell you the car.

I Didn’t Think Much of Mira Murati Leaving OpenAI. I Was Wrong.
Essay

I Didn’t Think Much of Mira Murati Leaving OpenAI. I Was Wrong.

When Mira Murati left OpenAI in 2024, I’ll be honest, I didn’t think much of it. Executive departures...

Lead, Follow Or Get Out of the Way
Briefing

Lead, Follow Or Get Out of the Way

Only 2.2% of American households pay for AI, and the ones that do can't make it pay. The intelligence layer is ready. The management layer isn't. Stop hand-formatting the deck. Go be the dinner.

I Bought the Airline
Briefing

I Bought the Airline

In Inception, Saito doesn't lobby the airline — he buys it. "It seemed neater." This week Mira Murati shipped an open frontier model to your own server and Elon bought a power company in the dark, while New York banned the machines and called it virtue. The doers add. The saboteurs perform.

Ice the Kicker
Briefing

Ice the Kicker

You call timeout to freeze the kicker when he's about to beat you. This week Google and Anthropic asked Washington to build an AI referee, the same week Anthropic handed free Claude to every teacher in America. Watch who's calling for the whistle, not what they're whistling for.

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