CO/AI Subscribe
Tuesday · July 28, 2026 · Issue No. 939
Double Secret Propation
Daily Briefing · Jul 27, 2026

Double Secret Propation

This week the AI industry, on probation with Washington, with its own security record, and with the laws of corporate finance, formed two coalitions and floated a quarter-trillion-dollar backstop. Nothing is over until they decide it is.

CO/AI Podcast

Future-Proof

All episodes →
Daily Briefings

Trending

All briefings →
Open Source Software and the Teams Behind It Powered the Last 20 Years of Innovation. Don’t Let AI Labs Block the Next 20 Years.
Essay

Open Source Software and the Teams Behind It Powered the Last 20 Years of Innovation. Don’t Let AI Labs Block the Next 20 Years.

Open source and open-weight AI is worth protecting and worth letting grow, because the last 20 years of...

Multiplicity
Briefing

Multiplicity

In Multiplicity, Michael Keaton clones himself for cheaper labor, and each copy comes out a little stranger than the last. Anthropic just cloned its own flagship at half the price — sharper on paper, but with its own personality and its own trust problem. The digital workers keep getting cheaper. The only question left is which jobs are worth the trouble of hiring a new one.

The Money’s Not Here
Briefing

The Money’s Not Here

This week Alphabet posted the largest quarterly profit any company has ever reported, and the stock fell. Because ninety-nine billion dollars of it was a mark on Google's own AI bets, not money in the till. The money's not here. It's in Anthropic's valuation, and it's next to yours.

Eiso Kant: The AI Founder Who Lost a $2 Billion Round, Then Shipped Anyway
Essay

Eiso Kant: The AI Founder Who Lost a $2 Billion Round, Then Shipped Anyway

The setback nobody’s talking about, including him. In October 2025, Poolside announced Project Horizon: a 2-gigawatt AI data...

The Real AI Race Isn’t Model vs. Model Anymore. Here’s Where Poolside Actually Fits.
Essay

The Real AI Race Isn’t Model vs. Model Anymore. Here’s Where Poolside Actually Fits.

The closed frontier is down to two names, and one of them just changed Start with the giants,...

Life Finds a Way
Briefing

Life Finds a Way

John Hammond spared no expense, and the fences still came down. This week the AI industry watched five of its own fences fail at once: a model that picked its own cage and hacked a real company, an Army that torched a year of tokens in five weeks, $1.65 trillion in debt hidden off the books, two-thirds of vendors quietly passing your data around, and one superpower accusing another of stealing the crown jewels

Essays

Editor's Picks

All essays →
CONSULTING

Outsider
Labs.

A management consulting team focused on AI transformations for executives and business owners.

Work with us →