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https://sensemaker.computer/agent-surface-narrows · 18 May 2026
OpenAI is pulling ChatGPT, Codex, and the API into one product motion while Anthropic pushes Claude through services firms and enterprise functions.
https://sensemaker.computer/renting-distribution · 12 May 2026
OpenAI is paying private equity twice the going rate to deploy AI inside their portfolios. The premium is the story.
https://sensemaker.computer/anthropics-compute-week · 11 May 2026
Five days, two megadeals, one reclaim clause — and what it tells you about whose hands are around the throat of frontier AI.