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Journey through the technologies advancing humanity: the AI stack, the companies building it, and the ideas that decide who captures the value.

Meta is selling near-frontier inference at a fraction of what OpenAI and Anthropic charge, and the discount is aimed at their margins.

Nine months ago, we called the talent spending rational. Last week, the first model shipped. Now comes the harder question.
Foundational arguments shaping artificial intelligence, published by frontier founders and researchers.
We are fortunate to live at an incredible moment in history. In the next few years, people will be able to use superintelligence beyond human capacity to create and discover extraordinary new things, build new businesses, express new ideas, learn new concepts, and advance our health and quality of life.
What if our AI bullishness continues to be right...and what if that’s actually bearish? What follows is a scenario, not a prediction.
We predict that the impact of superhuman AI over the next decade will be enormous, exceeding that of the Industrial Revolution. We wrote a scenario that represents our best guess about what that might look like.
In the decade that I have been working on AI, I’ve watched it grow from a tiny academic field to arguably the most important economic and geopolitical issue in the world.
A few weeks ago I made the case for stronger US export controls on chips to China. Since then DeepSeek, a Chinese AI company, has managed to — at least in some respects — come close to the performance of US frontier AI models at lower cost.
I think and talk a lot about the risks of powerful AI. The company I’m the CEO of, Anthropic, does a lot of research on how to reduce these risks.
You can see the future first in San Francisco. Over the past year, the talk of the town has shifted from $10 billion compute clusters to $100 billion clusters to trillion-dollar clusters.