The 12-month window

Published on April 19, 2026
A lot of AI startups exist partly because the foundation models haven't expanded into their category yet. As many jokingly acknowledge, that won't last forever.
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Blue Origin's New Glenn put a customer satellite in the wrong orbit during its third launch

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The first major failure of Blue Origin's new heavy-launch system could create delays to its ambition to help NASA and the Trump administration return to the Moon.

OpenAI’s existential questions

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On the latest episode of Equity, we discuss OpenAI's latest acquisitions and whether they address "two big existential problems" for the company.