AI, explained clearly

Deep dive essays on models, safety, and strategy

The only AI course you need Safety primers
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Technology

Model & research watch

Key papers, benchmarks, and releases worth your time.

Policy & governance

Regulation, standards, and risk management updates that matter.

Safety

Intro to safety

What AI safety is, common risks, and why it matters for deployment.

Alignment 101

Objective misspecification, misgeneralization, and deceptive behavior.

Evals & red‑teaming

Evals, benchmarks, adversarial testing, and audit trails.

Governance

Risk‑based controls, incident reporting, and third‑party oversight.

Stocks

Ecosystem map

Semis, model labs, cloud, integrators, and application leaders.

Earnings to watch

Signals on demand, capex, and AI product traction.

Key suppliers

Compute, memory, networking, and power constraints shaping the cycle.