
The Harness Is the Business: Inside the OpenAI and Anthropic IPO Bet
OpenAI filed to go public, and the headline question is whether the company is worth a trillion dollars. What kind of business the market is trying to value?In this executive briefing, I break down th...
15 Kesä 11min

OpenAI IPO: Own the Harness, Not the Model
For deeper playbooks and analysis: https://natesnewsletter.substack.com/What's really happening inside the OpenAI and Anthropic IPO story?The common story is that public markets are pricing better AI ...
14 Kesä 11min

Codex Guide for Non-Coders: Catch Up in One Weekend
Read the full post on Substack: https://natesnewsletter.substack.com/Codex is changing how I work because it is not just giving me better AI answers. It is letting me hand real computer jobs to an age...
12 Kesä 19min

Claude Code vs Codex: Steer or Dispatch Your AI Agents
For deeper playbooks and analysis: https://natesnewsletter.substack.com/What's really happening when people argue about Claude Code versus Codex?The common story is that this is a coding-tool matchup ...
10 Kesä 16min

Build a Token Burn Dashboard to Track What Your AI Actually Does
For deeper playbooks and analysis: https://natesnewsletter.substack.com/What's really happening when people brag about burning AI tokens?The common story is that token burn is waste, a status flex, or...
5 Kesä 21min

Opus 4.8 Won Our Benchmark. I Still Wouldn't Use It For Everything.
For deeper playbooks and analysis: https://natesnewsletter.substack.com/What's really happening with Opus 4.8, Claude Code, and the AI model race in 2026?The common story is that a stronger model auto...
3 Kesä 26min

Prove Your Value at Work in the AI Era: Judgment Artifacts
For deeper playbooks and analysis: https://natesnewsletter.substack.com/What's really happening when AI makes everyone's work look polished?The common story is that AI makes people more productive -- ...
31 Touko 10min

How I AI: My Weekly Codex Experiments
For deeper playbooks and analysis: https://natesnewsletter.substack.com/What's really happening when AI stops being a chat box and starts becoming a working context system?The common story is that bet...
30 Touko 5min



















