Author: Andrew
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I just saw leaked OpenAI docs: $865M to Microsoft, and I’m worried about their inference margins
Leaked rev-share shows OpenAI’s 2024+ sales surging, yet cash inference costs may outpace revenue. Here’s what that means for pricing, risk, and any IPO.
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I just watched OpenAI turn ChatGPT into a browser, app store, and checkout—and I’m worried about
OpenAI’s sprint turned ChatGPT into a platform—GPT‑5.1, Atlas, company search, in-chat apps, checkout. What this unlocks for buyers now, and the risks.
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I just heard a Databricks co‑founder call US AI “existential”—his open‑source fix could reshape
At Cerebral Valley, Databricks co‑founder Andy Konwinski warned the US will cede AI to China without open source. Here’s what changes for buyers, teams,…
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I just read Tesla’s FSD safety stats—2.9M miles per crash sounds great, but here’s what’s missing
Tesla published detailed FSD (Supervised) safety rates vs NHTSA and will update quarterly. I break down the numbers, caveats, and what operators should do…
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I didn’t expect Boeing to buy 100,000 tons of carbon removal—here’s the cost math I’m watching
Boeing just inked a 100,000‑ton carbon removal deal with Charm Industrial. It’s a bold signal for aviation—but cost, scale, and MRV will decide impact.
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I just read DOJ’s 5 guilty pleas in a North Korea IT worker scheme—your remote hiring is exposed
DOJ says 5 pled guilty in a DPRK remote‑IT worker fraud touching 136 firms. Here’s what execs must change in hiring, device, and sanctions controls now.
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I just saw CISA push another emergency patch order—Cisco ASA firewalls are being hit
Active exploits on Cisco ASA/FTD triggered a rare CISA emergency order. Here’s what federal teams and enterprises must do in the next 72 hours.
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I just saw Nevada pull willful OSHA fines against Elon’s Boring Co—here’s why I’m alarmed
Firefighters were burned in a Boring Company drill. OSHA issued willful citations, then withdrew them after high-level meetings. Here’s what that means.
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I just watched Blue Origin nail New Glenn’s landing—but here’s what buyers should worry about
Blue Origin landed New Glenn’s booster and sent twin NASA craft toward Mars. Big step for reusability—but refurbishment, reflight, and cadence are still…
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I just saw Tesla recall 10,000+ Powerwall 2s in the US—and the remote shutdown worries me
Tesla’s recalling 10k+ Powerwall 2 units sold Nov 2020–Dec 2022 after overheating incidents. Here’s what operators should do now—and what to watch.