2026-11-11 08:00:00
Public disclosures from CoreWeave, Anthropic & wholesale data center landlords piece together the AI gross profit value chain in dollars per watt per year. At a 40% application margin, applications (40%), neoclouds (28%) & inference vendors (24%) capture 92% of total gross profit before GPU depreciation.
2026-11-10 08:00:00
KC, Chief People Officer at OpenAI & former CIO at Palantir, argues that efficiency is the wrong frame for AI. The prize is a reimagined firm where every role gains an agent manager & EQ becomes what separates people.
