Every public signal F4 has attached to this firm, with sources and cross-entity links.
Essay
Published State of AI covering cyber capability advances, infrastructure consolidation (OpenAI $122B raise, Anthropic partnerships), Chinese AI competitiveness, and robotics foundation models progress.
State of AI May 2026: Cyber Capabilities and Infrastructure Consolidation
Analysis of the 2025 inflection point where AI crossed a usability threshold, with focus on system-level optimization and the shift from models to systems.
AI progress after 2025: What actually changed and why it matters