Dan's AI Intel

AI has started improving AI — for real, in production, across Google, Anthropic and China. But the recursive-self-improvement story the doomers told got two things wrong: it isn't unobservable (Anthropic's new J-space lens can watch a model think before it speaks) and it isn't yet inescapable (a human-checked verifier and human taste still gate the loop). Where recursive self-improvement actually...

The largest equity raise in history, the $10 billion AI bet Greg Abel made that Warren Buffett never would, and the $600 billion question hanging over the whole build-out. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to research, analyse, verify and illustrate the questions I can't stop thinking about — mostly to learn it myself, and I share what I find. AI-assis...

Claude Sonnet 5 is cheaper per token and nearly matches Opus 4.8 — so why does finishing a real task cost more than before, and more than Opus itself? We dig into the new tokenizer, the 3x jump in agent loops, how Sonnet 5 stacks up against Gemini 3.5 Flash on price and speed, and the one metric that actually decides your AI bill: cost per completed task, not price per token. I'm Dan. AI moves too...

Dario Amodei just asked the U.S. government for the power to block an AI model from shipping — and the model he meant was his own. We trace Anthropic's CEO across his four big essays, from "Machines of Loving Grace" to "The Adolescence of Technology" to June's "Policy on the AI Exponential," unpack the five things he now wants Washington to do, and ask the hard question: when only the people racin...

June 2026 was the month AI became a capital race. SpaceX (with xAI inside) priced the largest IPO in history at ~$75B; Anthropic and OpenAI both filed to go public; one operator booked $80B in compute. Plus: Google's talent exodus, Washington's export-control kill order on Anthropic's models, and ChatGPT falling below half the market. The whole month in AI, in one sitting. I'm Dan. AI moves too fa...

Elon Musk warned for a decade that AI could end humanity — then made himself the one person who most concentrates that power: Grok, X, the biggest compute build on Earth, Cursor, and a defence-space empire. We trace him from a Pretoria boyhood to the trillion-dollar present, correct the trillionaire and tax headlines, and ask the real question — should any single person hold this much of the AI fu...

Everyone thinks AI's per-token meter is the subsidy. It isn't — inference is profitable. The real giveaway is your flat $200 ChatGPT Pro or Claude Max plan, a 40–70x subsidy to its heaviest users. And who survives the price war is decided at the silicon: Google runs Gemini on its own TPUs while OpenAI, Anthropic, xAI and the rest pay NVIDIA's ~75% margin on every token. We map every major maker, t...

The tech giants agreed to build the agent internet together — so they could fight over the one piece they kept: the front door to your life. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to research, analyse, verify and illustrate the questions I can't stop thinking about — mostly to learn it myself, and I share what I find. AI-assisted, fact-checked, worth a seco...

Every great AI nightmare, decoded, is the same fear: a machine that serves us so well we hand over the future — and the math now agrees. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to research, analyse, verify and illustrate the questions I can't stop thinking about — mostly to learn it myself, and I share what I find. AI-assisted, fact-checked, worth a second l...

Sovereign AI was never about whose soil the data centre sits on — it's about whether another country can switch your access off, and the US just proved it can. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to research, analyse, verify and illustrate the questions I can't stop thinking about — mostly to learn it myself, and I share what I find. AI-assisted, fact-ch...

As AI’s appetite for compute collides with the limits of power grids, land, water, and local politics, a new frontier is emerging: orbital data centres. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to research, analyse, verify and illustrate the questions I can't stop thinking about — mostly to learn it myself, and I share what I find. AI-assisted, fact-checked,...

This episode explores Amanda Askell’s role as Anthropic’s lead philosopher and one of the key people shaping Claude’s values, personality, and constitutional alignment approach. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to research, analyse, verify and illustrate the questions I can't stop thinking about — mostly to learn it myself, and I share what I find. AI...

This episode explores Yoshua Bengio’s shift from deep learning pioneer to one of the most prominent advocates for AI safety, superintelligence governance, and global coordination. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to research, analyse, verify and illustrate the questions I can't stop thinking about — mostly to learn it myself, and I share what I find....

This episode explores Ilya Sutskever’s journey from deep learning pioneer to one of the most focused voices on superintelligence safety. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to research, analyse, verify and illustrate the questions I can't stop thinking about — mostly to learn it myself, and I share what I find. AI-assisted, fact-checked, worth a second l...

This episode explores Dario Amodei’s evolving view of AI as a near-term, world-shaping technology driven by scaling laws, compute, data, and increasingly general capabilities. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to research, analyse, verify and illustrate the questions I can't stop thinking about — mostly to learn it myself, and I share what I find. AI-a...

This episode explores Demis Hassabis’s view of artificial general intelligence as both the ultimate scientific instrument and one of humanity’s highest-stakes technologies. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to research, analyse, verify and illustrate the questions I can't stop thinking about — mostly to learn it myself, and I share what I find. AI-assi...

May 2026 — the month AI went public: Cerebras' IPO cracked the window, capability turned into 10,000 real vulnerabilities and a wet-lab discovery, and the electricity bill became a public fight. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to research, analyse, verify and illustrate the questions I can't stop thinking about — mostly to learn it myself, and I shar...

Beyond the courtroom drama, the podcast breaks down the strategic profiles and internal struggles of the tech vanguard. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to research, analyse, verify and illustrate the questions I can't stop thinking about — mostly to learn it myself, and I share what I find. AI-assisted, fact-checked, worth a second look. Follow Dan's...

There has been a lot of noise around Anthropic’s Claude Mythos: a restricted frontier model presented as so powerful, especially in cybersecurity, that it cannot be released broadly. 5 is commercially available to users and developers now, while Mythos remains gated behind defensive cybersecurity access programs. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to re...

Dario Amodei’s The Adolescence of Technology is a serious, wide-angle attempt to think through what happens when humanity creates systems that may soon resemble “a country of geniuses in a datacenter”: vastly capable, fast-moving AI agents able to work across science, software, strategy, persuasion, and operations at… I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools...

A deep dive into the emerging “Silicon Schism” —the split between general-purpose GPUs and specialized AI chips reshaping the global compute landscape. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to research, analyse, verify and illustrate the questions I can't stop thinking about — mostly to learn it myself, and I share what I find. AI-assisted, fact-checked, w...

A sharp deep dive into the “Intelligence Revolution” —a structural shift where AI targets cognitive work, not just physical labor. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to research, analyse, verify and illustrate the questions I can't stop thinking about — mostly to learn it myself, and I share what I find. AI-assisted, fact-checked, worth a second look. F...

Google is much better set up for the AI revolution than most people think - through vertical integration. A deep, bottom-up analysis of Google’s transformation into a fully integrated AI company. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to research, analyse, verify and illustrate the questions I can't stop thinking about — mostly to learn it myself, and I sha...

A practical, evidence-backed exploration of what it actually takes to build an AI-native company—moving beyond hype into real operating models, architecture, and execution. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to research, analyse, verify and illustrate the questions I can't stop thinking about — mostly to learn it myself, and I share what I find. AI-assi...

” We unpack their founding story and early positioning against Google, the tension that forced a strategic pivot beyond search, and the shift toward an agentic interface that executes tasks, not just retrieves information. I'm Dan. AI moves too fast to keep up with, so I built my own stack of AI tools to research, analyse, verify and illustrate the questions I can't stop thinking about — mostly to...