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Saturday · July 25, 2026 · Issue No. 937
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Essays

Long-form arguments about where AI is taking work, money, and power.

Slower than the briefings. Sharper than the consensus. Written by Anthony Batt and Harry DeMott.

Lead Essay

Editor's pick

Eiso Kant: The AI Founder Who Lost a $2 Billion Round, Then Shipped Anyway
Essay

Eiso Kant: The AI Founder Who Lost a $2 Billion Round, Then Shipped Anyway

The setback nobody’s talking about, including him. In October 2025, Poolside announced Project Horizon: a 2-gigawatt AI data center on 568 acres...

Anthony Batt · Jul 23, 2026
The Real AI Race Isn’t Model vs. Model Anymore. Here’s Where Poolside Actually Fits.
Essay

The Real AI Race Isn’t Model vs. Model Anymore. Here’s Where Poolside Actually Fits.

Anthony Batt · Jul 23, 2026
The Week Kimi K3 Broke the Internet: Inside Moonshot AI’s Biggest Launch Yet
Essay

The Week Kimi K3 Broke the Internet: Inside Moonshot AI’s Biggest Launch Yet

Anthony Batt · Jul 22, 2026
Archive

All essays

The Real Cost of the AI Data Center Boom
Essay

The Real Cost of the AI Data Center Boom

Anthony Batt · Jul 14, 2026
Palantir’s Alex Karp Just Called the AI Industry “Effing Insane” Here’s What He’s Really Selling You
Essay

Palantir’s Alex Karp Just Called the AI Industry “Effing Insane” Here’s What He’s Really Selling You

Anthony Batt · Jul 1, 2026
Schools Chose AI Detection Over AI Fluency. Now Your Kid Is on Your Clock.
Essay

Schools Chose AI Detection Over AI Fluency. Now Your Kid Is on Your Clock.

Anthony Batt · Jun 28, 2026
Which Job Gets Its 1000X Next
Essay

Which Job Gets Its 1000X Next

Harry DeMott · Jun 18, 2026
Treebeard Is Waking Up To AI
Essay

Treebeard Is Waking Up To AI

Anthony Batt · Jun 12, 2026
Claude 5 Fable Vibe Check: Anthropic Opens the Door to a Mythos-Class Model
Essay

Claude 5 Fable Vibe Check: Anthropic Opens the Door to a Mythos-Class Model

Anthony Batt · Jun 9, 2026
Intelligence Demand Is Infinite
Essay

Intelligence Demand Is Infinite

Anthony Batt · Jun 9, 2026
The Livestream That Made 543,000 People Realize We’re Cooked
Essay

The Livestream That Made 543,000 People Realize We’re Cooked

Anthony Batt · May 14, 2026
Apple’s Real Move and Why They Win The AI Race
Essay

Apple’s Real Move and Why They Win The AI Race

Anthony Batt · May 13, 2026
Diamond Hands Are Bidding On Pez Dispensers. The Husks Are About To Run.
Essay

Diamond Hands Are Bidding On Pez Dispensers. The Husks Are About To Run.

Harry DeMott · May 5, 2026
Borrowed Authority
Essay

Borrowed Authority

Harry DeMott · May 4, 2026
Anthropic Shipped Claude Channels. Your AI Agent Can Now Text You Back.
Essay

Anthropic Shipped Claude Channels. Your AI Agent Can Now Text You Back.

Anthony Batt · Apr 14, 2026
What Did You Do Today?
Essay

What Did You Do Today?

Harry DeMott · Apr 13, 2026
Claw-code Broke GitHub’s Star Record in 24 Hours. Two Engineers Did It on an Airplane. Here’s What That Means for Your Business.
Essay

Claw-code Broke GitHub’s Star Record in 24 Hours. Two Engineers Did It on an Airplane. Here’s What That Means for Your Business.

Anthony Batt · Apr 3, 2026
Elon Musk Doesn’t Run Six Companies. He Runs One Router.
Essay

Elon Musk Doesn’t Run Six Companies. He Runs One Router.

Harry DeMott · Mar 15, 2026
Stop Boarding Up the Windows. The Tsunami Is Coming.
Essay

Stop Boarding Up the Windows. The Tsunami Is Coming.

Harry DeMott · Mar 3, 2026
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