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The Stack · Issue #002
The AI industry raised more money than any startup in history, fired thirty thousand people to pay for data centers, leaked its own source code through a rookie mistake, and filed for the biggest IPO ever — all within about 72 hours. The money printer worked. The secondaries didn't.
Read the full issue →This Week in The Stack
The one that matters is below. Along with the context the headlines keep leaving out.
Three frontier model releases in less than a month. The capability gap is narrowing while the infrastructure gap is widening. That's where the actual leverage is.
Amazon committed $50B and became their exclusive cloud partner. That's not an investment — that's a power move dressed as a check. The infra layer is eating the model layer.
The Model Context Protocol is quietly becoming the HTTP of agentic AI. I've been building on MCP since early beta — the developer experience shift matters more than another benchmark.
Grok + orbital infrastructure + Starlink compute + X's data moat targeting a $1.5T IPO. Vertical integration at that scale is a different category of company.
The gap between frontier closed models and open source is compressing fast. If you haven't stress-tested open-source alternatives in 90 days, you're leaving money on the table.
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