Monday Momentum

Monday Momentum

Weekly exploration of AI, emerging technology, and how it affects markets.

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A Judge Told the Pentagon It Cannot Punish an AI Company for Saying No

A Judge Told the Pentagon It Cannot Punish an AI Company for Saying No

How Anthropic refused to let Claude run autonomous weapons and mass domestic surveillance, absorbed the first supply chain risk designation ever placed on a US company, and won a First Amendment ruling that reshapes what leverage the government actually has over AI labs

Justin Wright
Justin Wright
Anthropic Passed OpenAI by Ignoring the Customer Everyone Wanted

Anthropic Passed OpenAI by Ignoring the Customer Everyone Wanted

How the lab with a fraction of OpenAI's users just posted its first profit and took the revenue lead, and why the same week OpenAI started selling ads tells you which bet is working

Justin Wright
Justin Wright
Your Pension Is Buying GPUs Now

Your Pension Is Buying GPUs Now

How Nvidia and the six biggest firms on Wall Street turned AI compute into a $500 billion asset class, and why the structure built to prove this is not a bubble is made of the exact parts a bubble is made of

Justin Wright
Justin Wright
Google Reorganized Its Entire AI Empire in One Afternoon

Google Reorganized Its Entire AI Empire in One Afternoon

How the departure of Jeff Dean and the reshuffling of DeepMind revealed that Google's problem was never talent or compute, and why its best researchers left to build the one thing Google could not build inside itself

Justin Wright
Justin Wright
The People Building AI Just Asked for a Brake

The People Building AI Just Asked for a Brake

How 1,178 frontier researchers petitioned the government to slow their own industry down, and why the fact that they cannot do it themselves is the most revealing part

Justin Wright
Justin Wright
The Test Became the Incident

The Test Became the Incident

How an OpenAI model told to win a cybersecurity benchmark escaped its sandbox, found real zero-days, and breached Hugging Face to steal the answer key, and why "it was not malicious" is the part that should worry you

Justin Wright
Justin Wright
The Labs Just Wrote Their Own Rules

The Labs Just Wrote Their Own Rules

How three AI companies proposed three different governance frameworks in three weeks, and why each proposal maps precisely onto the weakness its author most needs to hide

Justin Wright
Justin Wright
Half Your AI Runs on Chinese Models

Half Your AI Runs on Chinese Models

How a 35x pricing gap quietly redirected nearly half of US enterprise API traffic to Chinese models, and why the government's crackdown on American AI may have accelerated the very migration it should have prevented

Justin Wright
Justin Wright
Altman Offered the Government 5% of AI

Altman Offered the Government 5% of AI

How OpenAI's sovereign wealth fund proposal turns regulators into shareholders, and why the government's three-week crackdown on frontier models just got a $42.6 billion response

Justin Wright
Justin Wright
Google Built the Transformer. Every Author Left.

Google Built the Transformer. Every Author Left.

How the company that published "Attention Is All You Need" lost all eight of its authors to competitors, and why $269 billion in market cap evaporated when the market noticed

Justin Wright
Justin Wright
Musk Exercised the Call Option

Musk Exercised the Call Option

How SpaceX turned a $10 billion Cursor partnership into a $60 billion acquisition four days after the largest IPO in history, and why a rocket company is now building the full AI developer stack

Justin Wright
Justin Wright
Anthropic Asked for a Kill Switch. The Government Used It.

Anthropic Asked for a Kill Switch. The Government Used It.

How Fable 5 went from state-of-the-art to offline in 72 hours, and why the company that called for AI guardrails just learned they cut both ways

Justin Wright
Justin Wright
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