Walk reports, counts and the occasional argument, newest first.
May 8, 2026
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6 min read
Anthropic gets Colossus 1, OpenAI's depth gap widens to 3.5x, and Wendy's keeps scaling while Taco Bell pauses.
May 7, 2026
4 min read
OpenAI's enterprise data shows depth of use, not access, is now the divide. Plus IBM's Think keynote, GPT-5.5 Instant, and CPC ads in ChatGPT.
May 6, 2026
Anthropic shipped ten ready-to-use finance agents and put Claude inside Excel and PowerPoint. Here's what changed.
May 5, 2026
Anthropic and OpenAI both launched enterprise services firms yesterday, hours apart. The implementation layer for enterprise AI just changed hands.
May 1, 2026
Microsoft, Alphabet, Amazon, and Meta all said capacity, not demand, is the constraint. The procurement implications start now.
