
Why Stripe Wants to Own AI’s Gross Margin
The OpenRouter deal connects model routing, token costs, usage billing, and profit.
Deep insights on AI, startups, and business — written for founders, builders, and operators.
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The OpenRouter deal connects model routing, token costs, usage billing, and profit.

Three overlooked businesses are emerging around AI commerce, creative rights, and school technology approval.

Models still matter, but this week showed that the bigger battle is shifting toward pricing, distribution, customer ownership, and control.

Google, AWS, Microsoft, Meta, and OpenAI are building custom silicon to cut AI costs and reduce their dependence on NVIDIA.

Five emerging opportunities in AI security, private deployment, verification, customer-service QA, and compute infrastructure.

NVIDIA’s $500B infrastructure push, OpenAI’s security warning, Meta’s local agents, Google’s AI reset, and the falling price of intelligence.

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What Anduril’s Valuation Means for the Next Wave of Builders

Capital is not flowing to whoever builds the smartest agent. It is flowing to whoever picks the narrowest problem.

The Intelligent Investor's Playbook shows you how to invest with confidence, avoid costly mistakes, and build long-term wealth.

Simple lessons that can help you make smarter financial decisions for years to come.