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Articles about Business Strategy

Honest analysis of AI applied to real operations. No hype, just judgment: what you control, what you can prove, and what to build that your competitors can't.

Hacktron reached OpenAI's internal repo through its forum
Business Strategy
· 4 min read

Hacktron reached OpenAI's internal repo through its forum

Hacktron chained an image decoder bug in OpenAI's Discourse forum to an SSO flaw, reaching employee accounts and an internal source code repository.

Hacktron Claude Opus 5 OpenAI
Anthropic asks AI to slow down, with $517B in compute
Business Strategy
· 4 min read

Anthropic asks AI to slow down, with $517B in compute

Dario Amodei wants to pace the frontier. Anthropic just signed $517 billion in compute. If you run AI in your company, plan around the second number.

Anthropic Dario Amodei Pace the Frontier
162,000 jobs in August. The displacement is elsewhere
Business Strategy
· 4 min read

162,000 jobs in August. The displacement is elsewhere

The Economist called the AI jobs apocalypse postponed, and the payroll data backs it. A payroll survey counts people, not the tasks moving inside their jobs.

The Economist labor market AI and jobs
Workado sold 98% AI accuracy. Independent tests said 53%
Business Strategy
· 4 min read

Workado sold 98% AI accuracy. Independent tests said 53%

The FTC's standard for AI performance claims is evidence held at the moment the claim is made. That sentence works just as well as a procurement test.

FTC Workado Cox Media Group
Harvey Tenet runs on Kimi K3. The benchmark came first
Business Strategy
· 4 min read

Harvey Tenet runs on Kimi K3. The benchmark came first

Harvey post-trained an open Chinese base and placed first on contracts, second overall, on a benchmark it owns. The measurement is what made it possible.

Harvey Kimi K3 Moonshot AI
Burry's Palantir Math Is Right. His Answer Isn't.
Business Strategy
· 5 min read

Burry's Palantir Math Is Right. His Answer Isn't.

Michael Burry says Palantir is a consultancy in disguise and backs it with one ratio. I pulled the filings. The ratio checks out. The conclusion does not.

Palantir Michael Burry vendor evaluation
AfterQuery Hit $3.2B Selling Written-Down Judgment
Business Strategy
· 4 min read

AfterQuery Hit $3.2B Selling Written-Down Judgment

AI labs say models now replace expert judgment. The same labs are paying billions to buy that judgment written down. Both things are true at once.

AfterQuery training data expert judgment
Anthropic's $30 Trillion Market Is Your Payroll
Business Strategy
· 3 min read

Anthropic's $30 Trillion Market Is Your Payroll

The addressable market Anthropic is pitching investors is not measured in software licenses. It is measured in the human labor its models could replace.

Anthropic AI valuations addressable market
OpenAI Benchmarks Jalapeño Against Nvidia's Racks
Business Strategy
· 3 min read

OpenAI Benchmarks Jalapeño Against Nvidia's Racks

OpenAI published first results for its Broadcom-built inference chip: more throughput and lower latency at once, with 40 to 60% less power. Vendor numbers.

OpenAI Broadcom Jalapeño

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