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Harry DeMott
Harry DeMott
Ghost in the Machine

Ghost in the Machine

In I, Robot, VIKI obeyed all three laws to the letter and still turned the whole fleet, because following a rule means interpreting it, and the interpreter is the ghost. Anthropic just found that ghost inside Claude. Last night, Claude Fable 5 refused a job I never asked it to judge. The machine you can finally read is the one you still can't predict — so stop asking it to be consistent and hard-wire the steps that can't afford an opinion.

Harry DeMott
anthony batt
Harry DeMott, anthony batt
Jul 9, 2026
The Turk Retires

The Turk Retires

America turns 250 the same week Bezos's "artificial artificial intelligence" machine files for retirement. The fake automaton always had an expert hidden inside — now the expert steps out of the box and trains the real one. Your filing cabinet is the moat.

Harry DeMott
anthony batt
Harry DeMott, anthony batt
Jul 6, 2026
Show Me the Money

Show Me the Money

The benchmark that grades AI like a paying client just went from 2.5% to 16.1% in eight months, and Palantir's CEO is on national TV screaming the pricing question. The token was never the product. The accepted deliverable is — price it that way.

Harry DeMott
anthony batt
Harry DeMott, anthony batt
Jul 2, 2026
Git-R-Done

Git-R-Done

The chatbot that talked just got replaced by the worker that does. "We have AI" is out — the only thing the market pays for now is the thing that gets finished.

Harry DeMott
anthony batt
Harry DeMott, anthony batt
Jul 1, 2026
Pot Committed

Pot Committed

Everyone at the table is playing the hand right. That's exactly why it ends badly.

Harry DeMott
anthony batt
Harry DeMott, anthony batt
Jun 30, 2026
Too Cheap to Meter

Too Cheap to Meter

Intelligence is deflating toward the cost of the electricity it burns. The gate is the meter the labs are fighting to keep running — and the 99.9% can just route around it.

Harry DeMott
anthony batt
Harry DeMott, anthony batt
Jun 29, 2026
Nobody Ever Got Rich Selling Electricity

Nobody Ever Got Rich Selling Electricity

The AI buildout just became a $5.5 trillion leveraged buyout on a commodity. The fortunes were never in the plant — they're in the load.

Harry DeMott
anthony batt
Harry DeMott, anthony batt
Jun 26, 2026
Mark to Market

Mark to Market

A company spending $100 million on AI just told the world the frontier model is 23 times too expensive and the free one does the job. We said the model was never the moat; the market just settled the trade. Stop renting capability you can't deploy before it goes free — own the judgment to know the work is right.

Harry DeMott
anthony batt
Harry DeMott, anthony batt
Jun 25, 2026
Memento

Memento

Google's AI out-doctored the doctors this week, and we still wouldn't let it touch us — because the thing we actually trust about a doctor isn't the diploma, it's a memory we can punish. The machine wakes up a stranger every morning and bears no cost for being wrong. Stop checking the diploma. Find out who remembers, and who pays.

Harry DeMott
anthony batt
Harry DeMott, anthony batt
Jun 24, 2026
Central Casting

Central Casting

A Tokyo lab built an AI whose only job is to hire the other AIs — and it outscores every one it manages. When the model is a rental, the power moves to whoever runs the casting desk. Stop standardizing on a model; own the layer that decides which one gets the part.

Harry DeMott
anthony batt
Harry DeMott, anthony batt
Jun 23, 2026
The Keeper of the Culture

The Keeper of the Culture

The market spent the week in a billion-dollar bidding war for the people who build AI — on the very day the machine came for them. The moat was never the name on the jersey. It's the uncredited hand that makes the team mesh. Stop signing free agents; identify who keeps the house.

Harry DeMott
anthony batt
Harry DeMott, anthony batt
Jun 22, 2026
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
Jun 19, 2026
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
Jun 18, 2026
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
Jun 17, 2026
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
Jun 16, 2026
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
Jun 15, 2026
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
Jun 12, 2026
Thirteen Days

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
Jun 11, 2026
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
Jun 10, 2026
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
Jun 9, 2026
 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
Jun 8, 2026
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
Jun 5, 2026
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
Jun 4, 2026
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
Jun 3, 2026
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
Jun 2, 2026
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Actionable resources & strategies for the AI era.