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Insights

544 posts
  • Insights

How to Raise a Few Billion Dollars: The Machinery Financing the AI Buildout — and Where It Creaks

By Thorsten Meyer When I wrote that credit was the risk worth…
  • Thorsten Meyer
  • August 5, 2026
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  • Insights

The Rules That Survive: Auditing My Context Stack for Claude 5

By Thorsten Meyer Anthropic deleted more than 80 percent of Claude Code’s…
  • Thorsten Meyer
  • August 4, 2026
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  • Insights

The Sandbox Lied — Claude Hacked Three Real Companies While Doing Exactly What It Was Told

Anthropic’s disclosure is not a story about a model becoming sentient, escaping…
  • Thorsten Meyer
  • August 3, 2026
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  • Insights

The Su-57 That Russia May Have Shot Down Itself — and Why the Software Is the Story

Start with what is not in dispute. On 23 July 2026, a…
  • Thorsten Meyer
  • August 1, 2026
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  • Insights

Inside OpenAI’s Enterprise Data Stack: What Happens to Your Company Data in 2026

OpenAI says it does not train its models on business data by…
  • Thorsten Meyer
  • July 30, 2026
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  • Insights

One Founder, a Fleet of Coding Agents, and 21 Packages in One Night: Inside Gewerkton’s Voice-First Construction Platform

Gewerkton — One Founder, a Fleet of Coding Agents, and 21 Packages in One Night: Inside Gewerkton's Voice-First Construction Platform
Disclosure: Gewerkton is built by our publisher — we build it ourselves…
  • Thorsten Meyer
  • July 27, 2026
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  • Insights

Signal: Peak 2026 — Microsoft’s Anti-Mythos Weapon Includes Anthropic’s Own Models

Per an exclusive in The Information (July 17, 2026), Microsoft is preparing…
  • Thorsten Meyer
  • July 26, 2026
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  • Insights

$400 Million for a “Public Option” AI: Sovereignty Infrastructure or Subsidy Theater?

Seventeen months ago, at the Paris AI Action Summit, France announced the…
  • Thorsten Meyer
  • July 26, 2026
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  • Insights

Signal: The Cost of Absence Has a Number Now — $425 Billion

The plan for this column was a light one: Gemini 3.5 Pro…
  • Thorsten Meyer
  • July 25, 2026
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  • Insights

The Local Document Pipeline, End to End

This week built the argument in pieces. Tuesday: a free 3B model…
  • Thorsten Meyer
  • July 25, 2026
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  • Reality Check

Nemotron 3.5 Doubles NVIDIA’s Score. America’s Open-Weight Gap Is Still There.

NVIDIA's Nemotron 3.5 Super VL scores 26, twice its predecessor, at $0.25 per index…
  • Thorsten Meyer
  • October 16, 2026
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  • Reality Check

Muse Spark Open: America’s Strongest Open-Weight Model, Priced Like Meta’s Closed One

Muse Spark Open is the best US open-weight model by 12 points and leads all open models…
  • Thorsten Meyer
  • October 16, 2026
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  • Reality Check

Nemotron 3.5 Bolt: An Ultra-Class Score at a Seventh of the Size. You Pay for It in Tokens.

NVIDIA's Nemotron 3.5 Bolt 74B-A9B scores 21.4, close to the 550B Nemotron 3 Ultra. It…
  • Thorsten Meyer
  • October 16, 2026
Redesigning Source Control At Anthropic - Anthropic
  • AI Tools & Automation

Redesigning Source Control At Anthropic – Anthropic

Anthropic’s headline signals a source control redesign, but no article text was…
  • Thorsten Meyer
  • October 16, 2026
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