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The Gates Close on Open-Source AI

Meta launched a proprietary model this week. Every company that built on Llama needs a new plan.

David Lovejoy · April 10, 2026 · Issue #7

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Issue #6

Vendor policy just became the new model benchmark.

A federal court ruled AI safety restrictions are protected speech. With frontier models converging on performance, the procurement decision just shifted from capability to vendor risk posture.

April 3, 2026
Issue #5

Sora dies. The compute line is drawn.

OpenAI's Sora collapse, MCP's infrastructure milestone, and NVIDIA's agent push reveal which AI bets survive contact with real economics.

March 27, 2026
Issue #4

Restructure, License, Comply: The Three Moves Defining Q1

Adecco locks in unlimited agentic AI. Atlassian cuts 1,600 to fund its pivot. The pricing floor for enterprise AI is being set now.

March 13, 2026
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