What to read this weekend

First, a short apology. I was unable to send the newsletter last weekend. Life and sniffles got in the way — OM As has been the case lately, I have been writing a bit too much about AI, and its two most visible examples, Anthropic and OpenAI, either on their own, or as a counterpoint to each other. OpenAI seems to be making news for all the wrong reasons, while Anthropic is slowly transforming into the boy who cried wolf. Either way, even my online homestead is not an AI-free zone. This week I tried to explain the crazy spending by Hyperscalers, and how they are actually benefiting from the circular economy of AI. And I dug into the 10-Q of Microsoft to figure out why it was okay to set OpenAI free from its exclusivity clause. I enjoyed writing about how Apple’s chip design decisions made over half a decade ago are helping the company cash in on AI-related computer sales. What I Am Reading Where the U.S.’s Chip Strategy Is Still Falling Short | Harvard Business Review Turning back the…