Monday Momentum
Weekly exploration of AI, emerging technology, and how it affects markets.
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The year that AI's constraints evolved faster than anyone expected
Why AI's future runs on power, not processing, and what this means for the future of US infrastructure
Why your coworkers are in a different AI economy than you and how you can catch up
Why AI rivals just agreed to stop fighting and what it means for the future of agentic AI systems
Why AI leaders are racing to see inside their own models as observability becomes more important than compute
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
