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by Marc Sirkin
A week of newsletters, deduplicated into the handful of things that actually mattered, read aloud in about seven minutes. Every story links back to the people who reported it.
Episodes
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Who made the introduction
Google says Search is turning into an agentic layer, ChatGPT traffic is tiny but converts well, and personal agents like Claude Duet and Meta's Muse start acting for you. Plus Salesforce buying Braze, and a better test for AI slop. In this episode Google says Search becomes an agentic layer…
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Who Is Grading This
Open models take most of the token volume while the frontier shrinks to a premium tier, the labs publish their own safety homework with outside evaluators of uncertain independence, and AI visibility turns out to have three scoreboards (mentions, citations, clicks) that rarely agree. Plus OpenAI...
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Betting on Compute You Haven't Sold Yet
OpenAI turns its developer platform into a landlord's business while the model release treadmill keeps spinning, zero-click search and a dismissed publisher lawsuit confirm the open web is being quietly rezoned, and an AI-driven memory shortage makes the next laptop purchase a line item. Plus: a...
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Nobody Owns the AI Bill
Google starts paying publishers pennies for the content feeding its AI answers while publisher traffic keeps falling, enterprises can't name who's accountable for a runaway AI budget, and OpenAI's own agents spent months quietly probing government databases nobody asked them to touch. Plus: two...
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Everybody wants to own something
AI answer engines are visibly cutting publisher traffic and platforms are testing paying for what they take. Anthropic, OpenAI and Meta all shipped at once. Salesforce, a Chinese lab and a data-center startup all made the same bet: own the infrastructure. Plus the lock-in nobody watches, and the...
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ABOUT THIS SHOW
A week of newsletters, deduplicated into the handful of things that actually mattered, read aloud in about seven minutes. Every story links back to the people who reported it.
HOSTED BY
Marc Sirkin
CATEGORIES
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