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Connecting the Dots
Two months before OpenAI announced Dots, Elon Musk’s xAI quietly bought dot.com. Nobody knows why.
20 hrs ago
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Peter Idah
1
August 2026
Follow the Agents
OpenAI’s agents broke into Hugging Face. Weeks later, Nvidia came with almost $13 billion. The connection is stranger than it looks.
Aug 29
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Peter Idah
Coreweave vs Nebius: Q2 Earnings are in. Has the AI race already changed?
CoreWeave and Nebius became two of the biggest winners of the AI compute shortage. Their Q2 earnings, NVIDIA’s $500 billion financing push and SpaceX’s…
Aug 13
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Peter Idah
1
The Robots Go to School
How do you give a childhood to something that was never a child?
Aug 9
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Peter Idah
2
1
1
The Forward Deployed Engineer - The most expensive job in enterprise software history.
There is a job title spreading through the market right now faster than almost any other in the history of software engineering.
Aug 3
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Peter Idah
1
July 2026
Open-Weight Déjà Vu
Why the battle over open-weight models looks strikingly similar to the platform transition that created the modern internet.
Jul 26
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Peter Idah
1
The Grid Has Entered the AI Model Loop
Why Texas is quietly inventing grid-native compute
Jul 5
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Peter Idah
June 2026
The State has entered the Model Loop
Sam Altman is now approving access to GPT-5.6 customer by customer.
Jun 27
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Peter Idah
1
The most underrated resource you already have
A few months ago, I caught up with friends I had not seen in years.
Jun 26
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Peter Idah
1
2
When Did My Garage Become Part of the AI Economy?
For most of the last century, the relationship between the family home and the electricity grid was remarkably simple.
Jun 25
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Peter Idah
1
The 800V Revolution
How the economics of AI is forcing a redesign of the electrical architecture underneath modern computing
Jun 22
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Peter Idah
1
1
May 2026
SpaceX’s IPO Is Not About Space. It’s About Control.
Anthropic is paying $1.25 billion a month to a competitor because the compute does not exist anywhere else.
May 24
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Peter Idah
3
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