AI
Artificial intelligence: the models, the labs, the people building them, and what it all means.
-

Lauren Tan: How Grok Bot Ships 11,000 AI PRs a Month Without Slop
Lauren Tan explains how the Grok Bot team at SpaceXAI ships thousands of AI-written pull requests while code quality improves, using lint rules, architecture and verification instead of…
-

All-In on Jensen Huang’s Nvidia Exit: The Leak, China and Anthropic’s IPO
The All-In Podcast hosts pick apart Jensen Huang’s sudden exit as Nvidia CEO: the leaked spy memo, the export control fight, the market fallout and Anthropic’s IPO. In…
-

Dwarkesh Patel: Why He Now Expects Superintelligence by 2030
Dwarkesh Patel now expects superintelligence by 2030, driven by AI that automates AI research, after saying earlier this year that it was most of a decade away. He…
-

Nvidia After Jensen Huang: Ben Thompson on the F1 Car Without Its Driver
Ben Thompson and Andrew Sharp spend the 300th episode of Sharp Tech on what Nvidia and the wider AI industry look like after Jensen Huang’s exit as CEO,…
-

Jensen Huang: The Circuit Interview Filmed Weeks Before His Nvidia Exit
Jensen Huang resigned as Nvidia CEO on November 12, 2026, one day after Bloomberg published a 45-minute interview filmed at the height of his power. In The Rise…
-

SpaceX Supercomputers: $74B Compute Campuses in Texas and Arizona
SpaceX is moving into supercomputers, with more than $74 billion planned for two AI compute campuses at Starbase, Texas and in Cochise County, Arizona. The company laid out…
-

Howard Marks on AI: The Most Consequential, Least Predictable Bet
In his November 2026 memo, Howard Marks poses 11 questions about investing in AI and concludes the stakes are huge while predictability is unusually low. The Oaktree Capital…
-

Alex Karp: Why AI Will Widen the Wealth Gap and a Wealth Tax Won’t Fix It
Palantir CEO Alex Karp tells Walter Isaacson why AI will widen the wealth gap, why a wealth tax needs surveillance, and what Silicon Valley owes America. The conversation,…
-

Claude Fable 5.2 and Mythos 5.2: Benchmarks, Safety and Tests vs Opus 5.5
Anthropic released Claude Fable 5.2 and Claude Mythos 5.2 on November 9, 2026, an upgraded pair of frontier models aimed at the hardest coding, science and security work,…
-

METR’s Anthropic Assessment: AI Is Now Doubling the Pace of AI R&D
METR spent eleven weeks inside Anthropic and found it is likely improving its models about twice as fast as before, mostly thanks to its own use of AI.…
-

Amjad Masad and Paul Graham on Replit and the Self-Driving Company
Replit CEO Amjad Masad tells Paul Graham how Replit built coding agents before vibe coding had a name, and why he now sells banks a self-driving company. The…
-

Ben Thompson on the Data Center Backlash, Google’s AI Bet and Reddit
Ben Thompson argues that America’s vote against AI data centers will make big tech stronger, not weaker, because only the hyperscalers have the cash, credit and existing sites…