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The State of AI · Q2 2026
A government switched off an AI model. The chipmakers won the quarter. The whole quarter mapped into six forces — every claim sourced. Free, 12-minute read.
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AI Productivity
it works best for the people losing their jobs
Three years into the productivity promise, there's finally enough hard evidence to answer the question plainly: does working with AI actually make you more productive? Yes — spectacularly, for some people on some tasks. And no, or worse, for others. The gains are real. They're just not flowing where the marketing said they would. This issue maps who wins, who pays, and why the line between them isn't where you think....
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AI's Biggest Companies Are Now Funding Each Other in Circles
The People Who Build AI Are Turning on the Labs
The Chipmakers Won Q2's AI Race, Not the Model Labs
What Experts Share Is a Better AI Signal Than Clicks
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Three years into the productivity promise, there's finally enough hard evidence to answer the question plainly: does working with AI actually make you more productive? Yes — spectacularly, for some people on some tasks. And no, or worse, for others. The gains are real. They're just not flowing where the marketing said they would. This issue maps who wins, who pays, and why the line between them isn't where you think....
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#508The Cutting Edge, Across the Board #507Anthropic Says Alibaba Stole 29 Million Conversations With Claude #506Washington Blocked One AI Lab. China Blacklisted 56 Companies. #505100 years from now : The Last War Between Countries #504America blocked its best AI. China just raised $7.4 billion. Browse archive →Newsletters
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AI for Good: fairness is now a number you can audit AI in Healthcare: Vermont just made the therapy bot a crime World Models: $610M Bets the World Is Not a Token Robotics: Mobileye decides to compete with its own customers AI Geopolitics: Washington's AI kill switch broke the alliance Guides → Glossary → Courses → Search →Alerts
Samsung, SK Hynix, and Micron Hit With US Class Action Alleging Collusion Drove DRAM Prices Up ~700% Over Four Years South Korea Launches $591B Samsung–SK Hynix Chip Complex With Four New Memory Fabs and HBM Packaging Hubs — Targets Doubling DRAM Capacity in Five Years South Korea Plans $357B AI Data Center Build-Out — SK Group, GS Group, and Naver Target 8.4 GW Initially, 18.4 GW by 2035 All alerts →
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