Microsoft’s Secure Boot has been broken for a decade and no one noticed until now

IBM's mainframe business is declining as AI technology makes it easier to port essential backend programs off archaic systems, potentially making those lost sales permanent. OpenAI faces legal challenges from Apple while expanding into hardware with an ambient speaker product. The article analyzes AI's disruptive impact on established tech companies and their business models.

The article analyzes emerging policy threats to open-source AI models, particularly citing White House discussions about potential executive orders that could restrict open models above certain capability thresholds. It argues that open models lack the lobbying power of closed-source alternatives and face serious regulatory challenges that could create a permanent capability gap within the next 6 months.

The author argues that Europe's reliance on renting AI models from US companies creates significant sovereignty risks, as demonstrated when the US government recently ordered Anthropic to disable its Fable model for all foreign nationals. This essay examines how dependence on foreign-controlled AI infrastructure leaves European institutions vulnerable to sudden access changes, and why open-source alternatives from Europe or China are not viable solutions.

This article examines Sam Altman's proposal to give the US government a 5% stake in OpenAI, which would then potentially be distributed to American households. It explores the rationale behind such wealth-sharing schemes—including compensating creators whose work trains AI and providing a safety net against job displacement—and calculates what each household might receive (~$320). It also analyzes the political appeal and potential benefits for OpenAI in building public trust and securing favorable treatment from the Trump administration.

The May 2026 newsletter highlights major pricing changes in the AI industry, with OpenAI and Anthropic shifting to enterprise pricing that affects larger customers. Anthropic appears to be scaling rapidly with a $65B funding round and claims $47B in annualized run-rate revenue. The newsletter analyzes these developments and suggests that coding agents for enterprise are becoming the first proven business models for major AI labs.