1. The Industry

    Everything That Was Announced During Cloudflare's Birthday Week

    Cloudflare published nearly 40 posts for its 2026 Birthday Week. Here is which ones change something for a business that runs a website or pays for AI, what to do about each, and which you can skip.

    10 min read

  2. The Industry

    OpenAI paused the $200 ChatGPT tier because demand exceeded its compute

    OpenAI paused new $200 ChatGPT Pro sign-ups after unprecedented Astra demand strained its infrastructure, keeping other plans available while it adds capacity.

    4 min read

  3. The Industry

    What expert AI-training work asks a professional to pass on

    James Maisiri's account describes an offer to train AI in teaching and assessment, the judgement that work draws on.

    4 min read

  4. Security & Risk

    Why OpenAI’s chief scientist wants shared limits on AI development

    Jakub Pachocki expects AI to drive more of its own development. His essay explains why alignment, monitoring and coordinated slowdowns must accompany it.

    5 min read

  5. The Industry

    Nvidia confirmed the Hugging Face deal and promised its compute stays optional

    A week ago the acquisition was an unconfirmed report. Jensen Huang has now announced it himself, at $12,930,300,000.

    2 min read

  6. Agents & Tooling

    World models could widen the AI divide before they improve ordinary work

    World models are far behind language models in deployment evidence, and their development could concentrate further.

    8 min read

  7. The Industry

    Nvidia may buy Hugging Face. Here is why that matters.

    Nobody has confirmed a deal. What the report shows is where value is accumulating — AI hardware moving closer to open models.

    9 min read

  8. The Industry

    Does the AI Capital Spend Actually Pencil Out?

    $1.3 trillion sunk, $2 trillion in new revenue needed to break even, and none of it tells you whether the tool you're paying for this week is earning its keep.

    2 min read

  9. Security & Risk

    SoN 2.26: The best AI models are getting harder to get

    Tales from the Workbench =================================================== Some weeks the newsletter is one idea worked all the way through when time affords it. This week it’s…

    7 min read

  10. Security & Risk

    SoN 2.17: You Can't Cost-Reduce Yourself to Greatness (Free Edition)

    You Can't Cost-Reduce Yourself to Greatness (Free Edition) I caught a Seth Godin interview at the beginning of the week and one line in particular caught my attention. He said…

    3 min read

  11. Agents & Tooling

    Cloudflare Collapsed 2,500 API Endpoints Into 2 MCP Tools. Token Economics Matter.

    Cloudflare's Code Mode demonstrates that MCP server design isn't about exposing more tools—it's about exposing fewer, smarter ones.

    1 min read

  12. Security & Risk

    SoN Vol 2, Issue 3: The Metric Mandate

    The most common answer to “What’s the goal of this AI project?” is depressingly consistent: “To improve efficiency.” …and that’s not a goal. That’s a wish. The Problem with Vague…

    6 min read

  13. Working with AI

    SoN 31: The AI Productivity Treadmill

    Claude Opus 4.5 dropped last week, and I haven’t stopped building since. I’ve connected half a dozen MCP servers to my workflow, written migration scripts that moved years of…

    6 min read

  14. The Industry

    💾 The Download #008: Blogging in 2025, the homogenisation of online content and testing out a cool new AI app for iPad.

    #008 Dear Reader, Greetings from @30,000 feet. As I start this final newsletter of the year, I’m returning from a short trip to London, visiting family and taking stock of what’s…

    7 min read