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• Anthropic’s IPO: The Business Is Real. The Hard Part Comes Next — If you had asked me a year ago which frontier AI lab would go public first, I would have said OpenAI. Instead, Anthropic has filed for one of the most anticipated technology IPOs …
• I changed my mind about world models — What If AI Builds the Robot Instead of Controlling It? Last year I wrote about robotics moving from bespoke machines toward reusable foundation models, essentially an attempt to b…
• China’s Export Strength Is Only Half the Story — Most media coverage of China focuses on its export and manufacturing prowess. Yet when I talk with visitors and friends just back from the country, what they most want to discuss …