https://philwheat.net/tags/weekly-digest/Recent content in Weekly-Digest on Phil WheatHugoen-usSun, 04 Oct 2026 00:00:00 -0500https://philwheat.net/posts/weekly-digest-2026-10-04/Sun, 04 Oct 2026 00:00:00 -0500https://philwheat.net/posts/weekly-digest-2026-10-04/<p>The week&rsquo;s center of gravity was the money behind the AI boom. A leaked Anthropic S1 prospectus kicked things off on the Pivot to AI channel, and Better Offline — which supplied the bulk of the volume this week as its back catalog rolled through the exporter — made the same ledger from several angles: an $8 billion operating loss on $4.6 billion of 2025 revenue, $413 billion in non-cancellable compute commitments, and revenue concentration so tight that most hyperscaler AI growth traces back to OpenAI and Anthropic spending each other&rsquo;s money. Whether or not you buy the &ldquo;bubble bursting&rdquo; framing, the arithmetic is now public and worth reading against the hype cycle.</p>https://philwheat.net/posts/weekly-digest-2026-09-28/Mon, 28 Sep 2026 00:00:00 -0500https://philwheat.net/posts/weekly-digest-2026-09-28/<p>A deliberately light week — two items, and both happen to rhyme. One looks backward at how a technology upended an entertainment industry&rsquo;s business model; the other argues we&rsquo;re living through the early days of exactly such an upend, and that the marketing around it obscures what the technology actually does.</p>