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Frontier AI vs Chinese AI vs Open Source Self-Hosted AI
Databricks just published the kind of benchmark that matters.
Jul 9
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Matt McDonagh
1
1
AI Leverage Is an Operating Model Problem
Every company has access to AI at this point.
Jul 8
•
Matt McDonagh
1
When Cognitive Labor Becomes Abundant
A year ago, I wrote about the revenge of the generalist.
Jul 5
•
Matt McDonagh
1
1
Agents Per Gigawatt
The next great productivity metric will not be GDP per capita.
Jul 2
•
Matt McDonagh
1
1
June 2026
5 Keys to Building Highly Effective AI Agents
Capital flows to the highest point of leverage.
Jun 30
•
Matt McDonagh
1
Pairing Machine Generation with Human Taste
AI is the apex technology of human history.
Jun 26
•
Matt McDonagh
2
The Shift From Chat to Command
OpenAI just published one of the most important papers of the AI age, and it’s not a research paper about the next advance in technology… it’s focused…
Jun 25
•
Matt McDonagh
4
3
GLM-5.2 Proves AI Comes for All Moats
I don’t want to get a reputation for overreacting to every new model drop.
Jun 24
•
Matt McDonagh
2
2
The Architecture of the Agentic Shift
A founder on X.com recently made a sweeping claim about our industry.
Jun 20
•
Matt McDonagh
The AI Moat Is Not Orchestration. The Moat is Data-Backed Trust.
The easy take is that AI moats will form around orchestration.
Jun 19
•
Matt McDonagh
America’s Energy Dominance Strategy
For half a century, American energy policy was written from a position of fear.
Jun 16
•
Matt McDonagh
1
The AI Router Becomes the Weapon
The next layer of value in AI will not belong only to the company with the biggest model.
Jun 14
•
Matt McDonagh
1
1
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