Thoughts on AI in chemical distribution: what's working, what to skip, and how operators are putting it to use.
Apple's trade secret lawsuit against OpenAI's hardware unit reveals how personal and physical the AI competition has become. For operators tracking where OpenAI is headed next, it raises a real question: is the next AI arms race going to be fought in hardware labs instead of model benchmarks?
Google has pushed back the launch of its flagship Gemini 3.5 Pro model after it repeatedly missed internal coding benchmarks. For operators who build workflows around AI vendor roadmaps, the delay raises the question of how much to trust announced release dates from even the biggest labs.
Alphabet lost about $200 billion in market value in a single day last week. The reason: Google's next Gemini model is late, and the delay traces back to weak coding performance in internal testing.
Meta's own CEO says AI agents have not sped up the way he expected, while the market rallies on the opposite story. Why I think the agent pitch is running ahead of the product, and the one thing to ask a vendor before you believe it.
Anthropic's free year of Claude Opus 4.6 for verified US K-12 teachers, and the question it raises for any industry watching which AI tools become the default before anyone has to pay for them.
Researchers documented the first ransomware attack an AI agent ran end to end, with no human at the keyboard. What that does to the cost of an attack, and the 2 things I would do about it this week.
Nvidia's H200 shipments into China and Commerce Department testimony calling the actual volume trivial, but this sends a message to OpenAI and Anthropic's competitors.
The Meta AI scoring lawsuit and the question it raises for anyone using dashboards to make workforce decisions.
Anthropic is giving Claude to every K-12 teacher for free, the same land grab Google and OpenAI are running. Nobody has built that vertical version for chemical distribution yet, and you do not need them to.
AWS spending a billion dollars to wire AI into messy internal workflows, and what that says about where an AI project should actually start.
New York freezing hyperscale data center permits, and what it means for any energy-heavy industrial operation watching the same grid fight play out.
OpenAI's GPT-5.6 is really 3 models tuned for different jobs, cheaper to run and more built into daily work than what most people last saw. The 4 things worth your attention if you run a distribution or services business.
