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Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
💸 OpenAI Burned Billions in 2025 - and no end in sight
Robotics

💸 OpenAI Burned Billions in 2025 - and no end in sight

Leaked 2025 financials show OpenAI tripling revenue to about $13 billion while spending $34 billion, with a reported loss near $38 billion that is mostly non-cash, all as the company moves toward an IPO.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Jun 16, 2026
🔌 How Amazon Helped Switch Off Anthropic
AI and Finance

🔌 How Amazon Helped Switch Off Anthropic

Three days after Washington forced Anthropic to disable Fable 5 and Mythos 5 worldwide, new reporting points to an Amazon warning that lit the fuse.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Jun 15, 2026
When Washington Switched Off Frontier AI
DeepDive

When Washington Switched Off Frontier AI

On a Friday evening in June, an export-control letter forced Anthropic to disable its two most powerful models for everyone on Earth. The first time a state, not a company, decided who may use a frontier model, and a question every government outside the United States now has to answer.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Jun 13, 2026
🛠️ Bezos’s Prometheus Bets on Physical AI
AI and Politics

🛠️ Bezos’s Prometheus Bets on Physical AI

Project Prometheus emerged from stealth at a $41 billion valuation, with Bezos as co-CEO and a plan to automate the design and manufacturing of real machines

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Jun 12, 2026
🏛️ Dario Amodei Demands Binding AI Rules
Longevity

🏛️ Dario Amodei Demands Binding AI Rules

One day after shipping Claude Fable 5, Anthropic's CEO published a five-part policy blueprint

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Jun 11, 2026
🔥 Anthropic’s Claude Fable 5 changes everything!
AI Research

🔥 Anthropic’s Claude Fable 5 changes everything!

Anthropic opens its Mythos-class model to everyone, with new safeguards, Opus fallbacks, and a system card that reads like a warning label for the next era of agents

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Jun 10, 2026
🍎 Siri AI Hits Europe’s Wall
Robotics

🍎 Siri AI Hits Europe’s Wall

Apple finally put a real AI assistant back at the center of its software story. The catch: the iPhone version is skipping the EU at launch.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Jun 9, 2026
📉 Panic hits the AI trade
AI and Finance

📉 Panic hits the AI trade

Asian tech stocks sold off hard as investors tested the price of the AI boom, while fresh funding for finance-focused AI shows the market is not backing away evenly.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Jun 8, 2026
RSI - When AI Starts Building Its Own Successors
DeepDive

RSI - When AI Starts Building Its Own Successors

Claude now writes more than 80% of the code merged into its own codebase, and warned that the day a model designs its own successor could arrive sooner than institutions expect

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Jun 6, 2026
🔁 Claude Starts Building Claude
AI and Politics

🔁 Claude Starts Building Claude

Anthropic says Claude is already accelerating AI development from inside the lab, while Washington tries to set rules for frontier models before the loop tightens.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Jun 5, 2026
🧬 AI Labs Unite Against Bioweapons
Longevity

🧬 AI Labs Unite Against Bioweapons

OpenAI, Anthropic, DeepMind, Microsoft AI and biotech leaders back mandatory screening for synthetic DNA.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Jun 4, 2026
🧠 Microsoft Builds Its Agent Stack
AI Research

🧠 Microsoft Builds Its Agent Stack

MAI-Thinking-1, Project Solara, Microsoft IQ, Discovery, and the infrastructure layer behind agent-first computing

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Jun 3, 2026
🤖 BMW Sends Humanoids to Work
Robotics

🤖 BMW Sends Humanoids to Work

BMW is moving humanoid robots from factory trials toward European car production, while NVIDIA pushes physical AI, OpenAI brings Codex into AWS, Anthropic edges toward an IPO, and Claude Opus 4.8 takes a tiny but telling ARC-AGI-3 lead.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Jun 2, 2026
🧠 MiniMax M3 Opens Frontier Agents
AI and Finance

🧠 MiniMax M3 Opens Frontier Agents

MiniMax M3 brings 1M context, native multimodality and frontier coding-agent claims into open weights, plus Apple edge AI, NVIDIA RTX agents, AI jobs drama and your bank account moving into the chat

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
Jun 1, 2026
The Compute-to-Cash Race
DeepDive

The Compute-to-Cash Race

Anthropic's revenue run rate has overtaken OpenAI's on paper. But when you look beneath the headlines, the real question is not who is bigger, but who converts scarce compute into durable, high-margin enterprise revenue more efficiently.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
May 30, 2026
🧠 Claude Learns to Check Itself
AI and Politics

🧠 Claude Learns to Check Itself

Anthropic's Opus 4.8 focuses on agent reliability and self-correction, plus Apple's Siri reset, Anthropic's near-trillion valuation, AI-society stress tests, Google's AI search politics, and the fight over frontier-model oversight

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
May 29, 2026
💼 Altman Walks Back Job Apocalypse
Longevity

💼 Altman Walks Back Job Apocalypse

Sam Altman is walking back his fastest job-loss fears, while Anthropic, Axios, Epoch, and Nvidia show the harder truth: AI's impact may be less instant apocalypse and more uneven pressure from labor, compute, and infrastructure bottlenecks.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
May 28, 2026
📊 DeepSWE Makes Coding Agents Sweat
AI Research

📊 DeepSWE Makes Coding Agents Sweat

DeepSWE tests coding agents on harder real-world work, while DeepSeek and Xiaomi show how model research and inference engineering are turning capability gains into brutal API price pressure

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
May 27, 2026
The Pope and Anthropic partner on the AI Ethics Debate 🕊️
Robotics

The Pope and Anthropic partner on the AI Ethics Debate 🕊️

Anthropic's Chris Olah joins Pope Leo XIV's AI encyclical launch, plus business adoption flips, physical AI training, FDA drug pilots, OpenAI's governance fight, Demis Hassabis, and humanoid robots moving toward factory deployment

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
May 26, 2026
AlphaProof Nexus Takes AI Math Beyond Olympiads
AI and Finance

AlphaProof Nexus Takes AI Math Beyond Olympiads

DeepMind's formal-proof agent moves into research-level math, plus WiFi surveillance, AI-built science, brain-aging biology, finance agents, and the trust bottleneck around AI

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
May 25, 2026
Demystifying the “Exponential AI” Narrative
Community

Demystifying the “Exponential AI” Narrative

Where AI growth is truly exponential, where it is merely fast, and where measurement is flawed

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
May 24, 2026
The Battle for AI Silicon: Who Controls the Chips That Power the Intelligence Revolution?
DeepDive

The Battle for AI Silicon: Who Controls the Chips That Power the Intelligence Revolution?

NVIDIA just posted $81.6 billion in quarterly revenue. But beneath the dominance, the chip market is fragmenting along three fault lines: workload, openness, and geopolitics. A deep dive into who is winning, who is catching up, and what it means for the future of AI infrastructure.

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
May 23, 2026
Nvidia's AI Factory Boom Hits $81.6B
AI and Politics

Nvidia's AI Factory Boom Hits $81.6B

Nvidia's record quarter shows the AI buildout is still accelerating, plus SpaceX's IPO math, ChatGPT for PowerPoint, a cooler chip breakthrough, and the politics of frontier-model review

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
May 22, 2026
OpenAI’s Math Breakthrough Opens a New Era
Longevity

OpenAI’s Math Breakthrough Opens a New Era

A general-purpose OpenAI model helps crack a long-running geometry problem, plus Anthropic’s compute economics, Meta’s AI reorg, Qwen’s benchmark push, and a sharper longevity clue from muscle stem cells

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
May 21, 2026
Everything important from Google I/O 2026
AI Research

Everything important from Google I/O 2026

Gemini 3.5 Flash, Gemini Omni, Antigravity upgrades, Claude’s enterprise push, and the growing backlash against AI infrastructure

Kim "Chubby" Isenberg
Kim "Chubby" Isenberg
May 20, 2026
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