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Anthropic Named Names. The Timing Wasn’t Accidental.
A distillation disclosure, a Pentagon standoff, and a copyright dispute — all on the same morning.
 • Julien Simon
Japan Built the Bullet Train. Why Can’t It Build an LLM?
$65 billion in government commitment. $41 billion from SoftBank. Zero frontier models.
 • Julien Simon
Indians Rule Big Tech. Why Can’t India Build?
The UAE shipped six generations of frontier AI models in three years. India, with 140x the population, just shipped its first.
 • Julien Simon
Two Markets, One Asset: The GPU Debt Market Is Building the Architecture of Its Own Crisis
Moody's rates data center debt AAA. The CDS market prices the same sector at coin-flip odds of default. Four generations of GPU depreciation data show…
 • Julien Simon
The EU Parliament just disabled AI on its own devices.
You can’t make this up.
 • Julien Simon
What a GPU Debt Crisis Would Look Like
Inside the $20 billion web of GPU-collateralized debt, pension capital, and hedge fund derivatives that connects an AI infrastructure company to your…
 • Julien Simon
OpenAI Is Betting on a Security Nightmare. Anthropic Is Building the Enterprise Alternative.
Why the OpenClaw talent grab tells you everything about where enterprise trust is actually flowing.
 • Julien Simon
Jensen’s COMECON: How Nvidia Built an Empire of Captive Clouds
The GPU maker built a ring of financially dependent satellite companies and the playbook has a Cold War precedent.
 • Julien Simon
The $3 trillion bet: who wins when everyone builds the pipes?
Railroads, telecom, electricity: every great infrastructure buildout made fortunes, just never for the builders. A $3 trillion AI bet is about to test…
 • Julien Simon
Alphabet’s 100-Year Bond: A Bet on Immortality
That’s not a financial instrument. That’s a statement of faith.
 • Julien Simon
AI Regulation or AI Requiem? Part 4
The EU is fighting itself. The rest of the world is shipping.
 • Julien Simon
Coding Classic Arcade Games with Claude
Sometimes the best use of cutting-edge AI is making a 1979 spaceship go pew pew
 • Julien Simon
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