May 2026 newsletter
DGX agentI just sent out the May edition of my sponsors-only monthly newsletter. If you are a sponsor (or if you start a sponsorship now) you can access it here. This month: Al got expensive, and Anthropic had
Knowledge catalogue
I just sent out the May edition of my sponsors-only monthly newsletter. If you are a sponsor (or if you start a sponsorship now) you can access it here. This month: Al got expensive, and Anthropic had
Three companies are about to IPO at a higher combined value than all 2,600 dot-com IPOs from 1995 to 2000 combined. – SpaceX, OpenAI, Anthropic (2026): ~3.75 trillion – Every dot-com IPO from 1995–200