Q is one of my favorite characters in all of Star Trek. In the pilot of The Next Generation, he arrives as an almost-omnipotent judge, putting humanity on trial for being a “grievously savage” species. The fate of the Enterprise, and in some sense the future of humanity, hangs in the balance. Picard stands opposite him as our best self: rational, restrained, principled, and convinced that we can rise above our worst instincts and earn our place among the stars. From the begin

Is SpaceX a hyperscaler now? Not exactly. Something more interesting is happening. As SpaceX debuts reportedly targeting valuations approaching $2 trillion what is the market pricing for: a rocket company? an AI company? a "Compute-as-a-Service" provider? Earlier this year, Elon Musk merged SpaceX with xAI at a combined $1.25 trillion valuation. It meant the Colossus 1 data center in Memphis (more than 220,000 NVIDIA GPUs and roughly 300 megawatts of power) became a SpaceX as

Gen Z may be the greatest opportunity AI has. That may sound counterintuitive at a moment when students are booing commencement speeches about artificial intelligence and walking out on some of the most powerful technology leaders in the world. But that reaction is exactly why we should pay attention. This is a generation with extraordinary creative energy, technical fluency, moral awareness, and entrepreneurial instinct. They are not waiting for permission to build, question

For 150 years, companies have shared the same basic shape: a pyramid of people moving information up and down. AI may make that structure optional. Consider electricity. It took nearly 30 years for factories to see real productivity gains after electric power became available. The reason is counterintuitive but instructive. Early factories were designed around a single steam engine. Power was distributed through belts and shafts, forcing machines to cluster tightly. Layouts w

Yesterday Anthropic released Claude Fable 5. Wharton professor Ethan Mollick handed Fable a 15-page spec and “it would work for 9+ hours and deliver terrific results.” Stripe used Fable to run a migration across a 50-million-line codebase in a single day. The internal estimate for doing it by hand: a full team, two months. Fable runs on the same weights as Mythos 5, the system that triggered government conversations about cyber and bio misuse last spring. In other words, Fabl

We are living through the most extraordinary capital event in the history of technology AND it's happening all at once. This week, OpenAI confirmed it has confidentially filed its S-1, with CEO Sam Altman noting they "have not decided on timing yet" because some ambitions are simply easier to pursue as a private company. The timing is staggering. It comes days before SpaceX is set to start trading and roughly a week after Anthropic filed confidentially with the SEC. Each of t

Two years ago, a gathering like this would have argued about whose AI was smartest. Bloomberg Tech in San Francisco spanned more than thirty sessions, the people running Netflix, Anthropic, Google, Meta, Databricks, Broadcom, Cerebras, Verizon, Anduril, World Labs, and the Federal Reserve on stage. That question about which model was furthest along, was treated as secondary. Databricks CEO Ali Ghodsi captured why. Databricks is the data-and-AI platform many large companies ru

At Build this week, Satya Nadella framed Microsoft's mission as helping every company "move from just consuming a frontier model to fully participating at the frontier." Microsoft is building the frontier intelligence ecosystem i.e., the full stack a company needs to build, run, and govern AI agents, from the infrastructure to the context to the workplace. Few key highlights from Build 2026: • Surface Laptop Ultra with NVIDIA RTX Spark AI chip • MAI-Thinking-1: Microsoft's

On the latest Moonshots (EP #258, "The Organizational Singularity: AI-Proof Your Company"), Peter H. Diamandis sits down with the always brilliant Salim Ismail to argue that the company itself is being redrawn. The current format which is top-down and human-centric, organized around hierarchy, is giving way to organizations that are AI-native and agentic, architected around intelligence rather than reporting lines. We've heard the word singularity, borrowed from physics and c