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