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From The Journal

Editorial
Book reading is collapsing exactly when AI needs you to think harder.
The wrong response to this essay is to delete ChatGPT, swear off AI, and feel virtuous. AI is not going away and refusing to use it is not a strategy - it is an aesthetic. The right response is more nuanced and harder, which is why almost nobody will do it.
Editorial
What's actually at stake this week.
May 11-15, 2026. Trump lands in Beijing. Iran shock fed inflation. The Strait of Hormuz still closed.
Editorial
The middle is going missing
Brian Armstrong a CEO of Coinbase posted a long message on X - "rebuilding Coinbase as an intelligence, with humans around the edge aligning it,". Coinbase laid off 14% of staff that day - about 700 people - and Armstrong did something I have not seen any other CEO do - he fired the management team.
Editorial
The day the man who builds it told us he was killing it.
The interesting question is not which SaaS names go down next - the market is already doing that math. The interesting question is which kinds of companies do not get hit, and there are two specific patterns worth watching.
On this day
The week the AI labs quietly admitted they were consultancies all along.
Anthropic raised $1.5 billion. OpenAI raised $4 billion. Both for the same thing - putting their own engineers inside other people’s companies. The product was never the model. The product was the engineer next to the model. They just stopped pretending otherwise.
Editorial
The year three dynasties cracked
In ninety-six hours, the king of investing handed over his arena, the king of cheap aviation died on the runway, and Amazon told the kings of logistics that their kingdom now belongs to it. None of these stories are about each other. All of them are about the same thing.

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Book reading is collapsing exactly when AI needs you to think harder.

What's actually at stake this week.

The middle is going missing

The day the man who builds it told us he was killing it.

The week the AI labs quietly admitted they were consultancies all along.

The year three dynasties cracked