anthony batt | CO/AI

anthony batt

anthony batt

Cars and Trucks and Things That Go

Cars and Trucks and Things That Go

Midjourney built a body scanner that's half real breakthrough, half science-fiction sales pitch — and telling the two apart is the only skill that matters now. The cynic can't. The hype man won't. Be amazed and stay skeptical; they're the same muscle.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Coffee's for Closers

Coffee's for Closers

The CFO finally read the inference bill and walked in with a lawnmower. The companies that make it through the quarter won't own the smartest model — they'll know exactly which workloads earn a frontier token and which ones ride the cheap bench.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Show Me Where to Put the Fulcrum

Show Me Where to Put the Fulcrum

Give me a lever long enough, and show me where to put the fulcrum, and I will move the world. The lever just became free — so placement is the only thing left worth knowing.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

The Right to Remain Silent

The Right to Remain Silent

Anthropic built the most helpful machine the public has ever touched. Three words made it brag its way past its own guardrail — and the company that built it is doing the same thing, five days before its IPO.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

The Good, the Bad, and the Ugly

The Good, the Bad, and the Ugly

America banned its best model on Friday. By Sunday China had replaced it — open, unfiltered, a tenth of the cost. Capability just stopped being the moat; the only thing left worth owning is trust, and just one player at this standoff is paying full price for it.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Buy Wins, Not Players

Buy Wins, Not Players

The nerds will spend the summer fighting over the last 10% of model capability. The market just put the other 90% on sale — and the allocators who meter, route, and deploy will take the season

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Thirteen Days

Anthropic handed everyone the best model in the world with a fuse attached. Google gave a different one away with no fuse at all. Same week, opposite pricing calls — and a countdown clock on finding out which work is worth the meter.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

The Dr. House of AI

The Dr. House of AI

Anthropic shipped the smartest model the public has ever touched. The only question left isn't whether Fable can do the job — it's whether your shop can afford the hire, and staff the team around him.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Skate to Where the Puck Is Going

Skate to Where the Puck Is Going

The model was never the business. As intelligence turns into a commodity, every lab is racing up the stack to where the margin lives — and OpenAI just filed for its IPO from the back of the line.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Dr. Zuck in the Metaverse of Madness

Dr. Zuck in the Metaverse of Madness

The cash kings of the last decade are suddenly passing the hat. Whether that's a war chest or a ransom note depends on which one you're holding.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

This Time It's Different

This Time It's Different

Galloway says AI valuations fall 50–70%. He's probably right — and it has almost nothing to do with whether AI is real.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Ignorance Is Bliss

Ignorance Is Bliss

The state moved on AI this week — a toothless order on top, a populist revolt underneath. Everyone wants the steak. Nobody wants to watch the cow get butchered.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

The Meter's Running

The Meter's Running

Subsidized intelligence is over. The meter that finally priced the machine is turning toward the seat next to it.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Someone Made Fire

Someone Made Fire

Anthropic filed the first big pure-play AI IPO this week. But the model is the lotion, not the cure. What they're really taking public is the operation.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Knowing Where To Hit It

Knowing Where To Hit It

Two firms spent $500 million on AI last week. One did it by accident. The other did it to bury a moat no vendor could ever sell them.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Your Company Needs A Harness, Not An Upgraded Chatbot

Your Company Needs A Harness, Not An Upgraded Chatbot

Anthropic shipped Opus 4.8 yesterday. Apple is going to ship a chatbot in June. Neither matters because the side of the agentic transaction that matters, the side you control, can't be bought off the shelf.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

I Know Kung Fu

AI's biggest success is the coldest thing it does. What people actually want from it is the warmest. The gap between those two is the most important business problem nobody has named — and the only skill that closes it is knowing which program you need.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Mr. Irrelevant

Two hundred and sixty-two players got drafted to the NFL in April 2022. The last one was a quarterback from Iowa State whose draft profile read "limited arm strength, average athleticism, unlikely to develop into a starter." His name was Brock Purdy. By Christmas of his rookie year he was leading the San Francisco 49ers to the NFC Championship game. By 2024 he was a Pro Bowler. The scouting model had missed him by 261 picks. Corporate America is running the same scouting model on its own employees this week — same drills, same stopwatch, same broken Wunderlic — and cutting its Brock Purdys for being too productive. The Pope opened his encyclical with a warning about vigilance two days ago. Anthropic shipped the toolkit for it yesterday. The other two layers of the AI-forward operating system are still in your building, and the scouting report you're using to staff them is from 1970.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Magnifica Humanitas

Magnifica Humanitas

One hundred and thirty-five years ago this month, an Italian pope signed a letter about the Industrial Revolution that reshaped a century of labor doctrine. Eleven days ago — the same day on the calendar — an American pope signed its sequel about the AI revolution. Yesterday at the Vatican, he released it to the world with the co-founder of Anthropic standing next to him at the lectern. The Church lost the printing press to the Reformation, the university to the Enlightenment, the broadcast tower to the network executives, and the internet to the technologists. They might not lose this one. The handshake is the news. Whose hands are on the wheel is the bigger news.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Emmet's Roof

Two hundred and twenty-two years ago Aaron Burr shot Alexander Hamilton on a field in Weehawken, and an Irish exile stepped into the empty chair five months later and built a roof that lasted longer than the Russian Empire. I walked under that roof this morning with a pen in my hand. The lights were on but the life was off. The walls were stripped. A marble bust watched me from a shelf and I didn't recognize the man. This afternoon a CEO in San Diego published the playbook for tearing the roof down. Twenty-two percent of the staff are gone. A million dollars a year is the new band for the ones who stay. The duel is back.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Musical Chairs

The trillion-dollar club in public markets has eight seats. All of them are full — Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta, Aramco, Berkshire. Three labs in San Francisco hoodies are circling the floor trying to be the ninth. The music hasn't stopped yet. Everyone in the room can feel where it is in the song.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

The Right Stuff

The Right Stuff

Chuck Yeager broke Mach 1 with two cracked ribs and a sawed-off broom handle taped to his right arm. Andrej Karpathy quit a running company on Tuesday morning to take an individual-contributor research role. Six CTOs went before him. Anthropic's Mercury Seven is complete. The only question left is whether you have it too.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Days Of Thunder

Days Of Thunder

Fred Thompson told a parable about Japanese inspectors letting a fish rot on the dock while the clipboard caught up. Monday morning the court took two hours to dismiss Musk on a technicality. Anthropic bought the rails in the same news cycle. Twenty-nine years to break up Standard Oil. The next one finished before lunch.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

Q: What's Up, Doc? A: Succession.

Q: What's Up, Doc? A: Succession.

Bugs Bunny meets Logan Roy.

Harry DeMott

anthony batt

Harry DeMott, anthony batt

You're Not In The Hamburger Business

You're Not In The Hamburger Business

Anthropic took the enterprise crown today, then raised the meter on the agents using it. Mintlify killed seat-based pricing the same morning. Claude Opus 4.7 scored 90.9% on Harvey's BigLaw Bench while Harvey itself got wrapped inside Claude. This isn't a model war. It's a real estate play.

Harry DeMott

anthony batt

Harry DeMott, anthony batt