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The Claude AI

A series of papers on Additional Intelligence for senior operators — directors, executives, partners, heads of function. People carrying real load. Direct, exact, grounded. Not for IT, developers, or marketing.

Posts in AI
AI: Two Rivals, One Data Centre — and What That Says About Your AI Budget

Anthropic is paying SpaceX $1.25 billion a month to rent compute from its direct frontier rival — on terms Musk can revoke at six months’ notice. The deal makes a bigger argument visible: token cost is splitting three ways, hire-versus-deploy splits with it, and three of the biggest IPOs of the decade are about to put the token economy on every shareholder’s portfolio.

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AI: The Guy With Bill Gates in His Phone — On Privacy, Control, and Every Infrastructure Shift That's Ever Happened

In 2012, in a strategic meeting in South Africa, a multi-million-dollar business owner with Bill Gates in his phone told me cloud computing had no future. He was wrong. I'm hearing the same objection about AI now — and it has exactly the same shape. Don't be that guy.

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