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Everything we have published

Walk reports, counts and the occasional argument, newest first.

What Liberty Mutual knew that most companies didn't

Jul 9, 2026

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4 min read

What Liberty Mutual knew that most companies didn't

When Fable 5 went dark, Liberty Mutual kept running. Their infrastructure approach is the playbook every operator should know.

Haroon Choudery
Haroon Choudery
The $2B bet that AI wins through acquisition

Jul 8, 2026

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4 min read

The $2B bet that AI wins through acquisition

SoftBank and Thrive are buying accounting and IT firms to transform them with AI. Plus four other reads for today.

Haroon Choudery
Haroon Choudery
A 35B model just matched a 1T model on agent tasks

Jul 7, 2026

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6 min read

A 35B model just matched a 1T model on agent tasks

The model commodity crash arrived quietly last Monday. Here is what it means for operators trying to build something durable.

Haroon Choudery
Haroon Choudery
The government just became an AI counterparty

Jul 3, 2026

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5 min read

The government just became an AI counterparty

The government pulled a model, got an equity offer, and Anthropic started building its own chips. All this week.

Haroon Choudery
Haroon Choudery
Fable 5 is back. Coding costs just went up.

Jul 2, 2026

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3 min read

Fable 5 is back. Coding costs just went up.

Fable 5 returns globally today with a forced fallback to Opus 4.8 for coding tasks. Plus four other moves that matter for operators this week.

Haroon Choudery
Haroon Choudery
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