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Read one thing. Stay current with everything. Orply watches the dozens of podcasts shaping the frontier — every episode, every week — and synthesizes them into a daily Brief in your inbox by 08:00.
Recent Articles
Carl Shulman on whether reasoning models are still the bottleneck
Shulman argues the bottleneck has shifted from architecture to data and verification — and that the moat was never where the recent convergence narrative places it.
"The architectures look the same because the gradient is doing the same thing"
Karpathy reframes the recent convergence as an inevitability of optimization, with second-order differences that may compound on the next training run.
Patrick Collison on AI revenue durability, in three line items
Three patterns in payments data — recurring vs. one-time, B2B vs. consumer, gross margin profile — that Collison argues differentiate AI revenue from past tech cycles.
The post-OpenAI agentic stack: what Bill Gurley sees coming
A long conversation about how the agentic stack is forming around — and increasingly without — OpenAI, with implications for distribution, defensibility, and where margin lands.
Anthropic's Constitutional AI playbook — and what it suggests about the next two years
A detailed walk-through of Anthropic's training philosophy, the role of constitutional methods in shaping behavior, and how the choices ripple into product strategy.
Why every serious lab is rebuilding their evals from scratch this quarter
A technical conversation on the state of evaluation, why the standard benchmarks have collapsed in usefulness, and what is replacing them inside frontier labs.
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