Pierre de la Grand'rive

If you are use the Claude everything app, you pick between Home and Code. If you pick Home you get to pick between Chat & Cowork If you use the OpenAI everything app, you pick between ChatGPT Work & Codex. Chat is in a side menu. Both are different on their websites intuitive!

I just came across a Substack article that shifts the entire AI spending conversation. The number it puts on the board is $1.5 trillion. 🤯 In 2023, Sequoia asked the question: where is the $200 billion in AI revenue to justify the spend? In 2024 it became $600 billion. In 2025 it was $840 billion. In July 2026 it is now $1.5 trillion. The gap is not closing. It is accelerating. Here is the math the article talks about. → Big tech companies like Microsoft, Google, Amazon, and Meta are spending roughly $750 billion this year building data centers and buying chips for AI. → But those companies do not sell AI directly to you. They sell it to OpenAI, Anthropic, and others, who then sell it to customers. Two layers. Each layer needs to make money. → So the end customer revenue needed to make this all work is roughly double. That is $1.5 trillion. In one year. → And this adds up. Every year since ChatGPT launched, the industry has been building more. → Add it all together and the total revenue needed to justify everything built so far is roughly $3 trillion. Nobody has come close to generating that. Revenue is growing. Anthropic went from $0 to $60 billion in ARR. That is genuinely historic. But the infrastructure spend is growing faster. Memory is already sold out for the next two years. Micron just broke ground on a $9.3 billion HBM expansion in Hiroshima. Apple raised MacBook prices by $300 because of chip costs. Consumers are last in line. And here is what nobody is asking. The math requires $1.5 trillion in revenue this year alone. The two most successful AI companies on the planet combined generate less than $85 billion. Who is paying the remaining $1.4 trillion? The question is no longer whether AI works. It clearly does. The question is whether the economics work before the runway empties.

🚨OPENAI ALLEGEDLY STOLE APPLE’S ENTIRE PLAYBOOK “Hundreds of billions of dollars, decades of work” Hardware Engineering - circuit designs, component architecture, power management - unreleased products guarded by internal codenames - AI/ML integration for hardware - EMI engineering + testing methods Manufacturing Secrets - proprietary processes + custom machinery - equipment Apple builds and installs IN supplier factories - proprietary metal alloys + finishing techniques - DFM (Design for Manufacturability) expertise Component Technologies - power chips, battery systems, displays, acoustics, touch - identities of specialized sub-suppliers - exact specs Apple demands from components Testing Data - failure analyses, lifecycle simulations - “negative know-how” — everything Apple tried that DIDN’T work Supply Chain - supplier contracts, allocation strategies - global logistics coordination - systems-level integration ALL GONE 💀

i am really sad about this and very grateful for all fidji has done for openai, and even grateful for her friendship and who she is as a person. we all wish her the best for a speedy recovery. this sucks.

Big Tech CapEx has reached unprecedented levels: The combined CapEx of Amazon, $AMZN, Google, $GOOG, Meta, $META, and Microsoft, $MSFT, is expected to surge +98% YoY, to a record $715 billion in 2026. This is nearly 3 TIMES the amount spent in 2024 and more than 5 TIMES 2023 levels. Amazon now expects CapEx to approach a record $200 billion this year. This is followed by Google and Microsoft which are both guiding $190 billion in CapEx for 2026. Meta has also raised its expectations by +$10 billion to $125-$145 billion. To put this differently, each company is projected to spend nearly as much in 2026 as they did in the previous 2 years combined, or more. The AI Revolution is set to accelerate.

Anthropic just updated their privacy policy. Starting July 8 they can ask you for a government ID. A selfie. Your facial geometry. Free, Pro and Max users. Enterprise accounts are exempt. They can also share your conversations with law enforcement based on their own internal “good faith belief.” No court order required.  The company that sued the Pentagon for calling them a security risk. Now wants your face on file. The same week the US government shut down their models over national security. The same week the UK announced social media ID checks for children. The same week Instagram started charging $3.99 for privacy. Everyone discovered identity verification simultaneously. Anthropic said they don’t sell your data. Claude is ad-free. They just need your passport. And your face. And can call the FBI if they feel like it. But no ads.

I think I'm noticing about Fable is that it's really good at getting you to build something it wants instead of the actual thing you're talking about