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KC, Chief People Officer at OpenAI & former CIO at Palantir, argues that efficiency is the wrong frame for AI. The prize is a reimagined firm where every role gains an agent manager & EQ becomes what separates people.

US AI demand grows from 66gw in 2027 while tokens per watt compound 2.9x a year, so the grid only binds if token demand outruns efficiency. Break-even real token growth is ~2.5x a year with no cancellations.

The cost of an autonomous 32-step corporate break-in fell 99% in five months from $7,500 on Claude Mythos Preview in April 2026 to $90 on open-weight GLM-5.3. Attackers run an expected-value calculation on AI compute ($1m of compute for a 1% shot at ...

US AI capacity grows from 38gw today to an 81gw ceiling in 2027. Because 40% of compute serves inference & new Blackwell & Rubin racks lift blended monetization from $9.4b to $15.1b per inference gigawatt, theoretical US inference revenue rises 3.4x ...

Anthropic's Form S-1/A rolls financials through Q3 2026 ($17.0b revenue, +$8.6b operating cash flow) & reveals that $5.0b of short-term burst compute at $7 to $13 per GPU-hour lifted blended GPU-hour costs 82% in two quarters, flipping Q2's $974m ...

AI consists of four layers: application, harness & context, model, & data center. Each layer faces an unresolved economic question, & the four layers interplay directly: rising GPU financing costs increase the value of the harness, while model & ...

Two CEOs have set $1t revenue targets on their businesses while cloud growth accelerates at $30b to $50b quarterly scale. The first $10t company will be the one that crosses the trillion dollar chasm before AI erodes its legacy profit pool.

Arvind KC, Chief People Officer at OpenAI & former CIO at Palantir, joins Office Hours to discuss the future of the people function. Why efficiency is the wrong frame when model capability doubles every six months. How the people team democratizes AI ...

Coding & customer support were the first two AI markets. Attacks on banks, certificate authorities & core open source libraries have never been greater, suggesting security is third. A survey of 75 enterprise security practitioners finds security ...

Analyze Anthropic's S-1 IPO metrics : $4.6B revenue growing 11.9-fold, a derived 40% gross margin, $974M of operating profit in Q2, & $637B of compute commitments.