long game

Strategic approach prioritizing sustainable long-term outcomes over short-term gains through patient capital allocation and systemic thinking.

Key Insights

• Market share eroding for openai despite GPT-5.2 innovation as competitors catch up
• Critical risk: capital structure of AI boom, specifically openai-Oracle financial relationship
• Massive pre-commitments made to justify position now creating instability
• AI hyperscalers require sustainable funding models beyond speculative capital

2026 04 14 Caleb writes code Ai hyperscalers and funding

Source Notes

• 2026-04-23: [[lab-notes/2026-04-23-GPT-5.4-Cyber-Permissive-AI-for-Cybersecurity-Risks-and-Access|GPT 5.4 Cyber: Permissive AI for Cybersecurity, Risks, and Access]]