Monday Momentum
Weekly exploration of AI, emerging technology, and how it affects markets.
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What OpenAI, Anthropic, and Cursor all agree on and what it means for the future of software development
Why Sam Altman is worried and why Google's chip stack is the real story
Why AI budgets are soaring while training budgets crater
How AI spent three years fragmenting creative work, and how Canva just put it all back together
Why 850 leaders want to stop the race AI labs won't slow Down
Why Karpathy says AGI is further away than you think and why scaling performance is so difficult
Why LLM providers are building their own Integration Layer, and how Claude's Skills changes the game
Why OpenAI's AgentKit launch won't kill Zapier, and how the industry transformation is good for everyone
Why AI's productivity promise is backfiring and how corporations can derive real value using AI tools
The $100 Billion infrastructure play powered by Nvidia, developer tools, and proactive AI
Why human architecture matters more, not less, in an AI world
From ad spots to feature films, AI's largest players are attempting to court Hollywood and become its ally