Sunday, April 26, 2026 · San Francisco
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Strategic AI Intelligence from San Francisco
1 Top Signal
AI News

Musk v. Altman Trial Opens Monday With $150 Billion and OpenAI Nonprofit at Stake

Musk v. Altman Trial Opens Monday With $150 Billion and OpenAI Nonprofit at Stake

Jury selection in Musk v. Altman begins Monday in Oakland, with Elon Musk seeking $150 billion from OpenAI and Microsoft over the lab's pivot from nonprofit research to a for-profit company now eyeing a $1 trillion IPO. Judge Gonzalez Rogers dropped the fraud counts Friday at Musk's own request. Two claims remain, and the witness list reads like a Silicon Valley tell-all: Nadella, Murati, Sutskever, Zilis. Here is what each side has to prove.

By Marcus Schuler · 10 min read ·
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2 Morning Briefing

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The 3 AI developments that matter before markets open

OpenAI Locked The Door. DeepSeek Undercut The Price.
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OpenAI Locked The Door. DeepSeek Undercut The Price.

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5 Tools & Workflows
Repo Radar: 5 GitHub Projects Worth Your Week
Tools & Workflows

Repo Radar: 5 GitHub Projects Worth Your Week

Repo Radar looks at Claude-Mem, Evolver, Voicebox, OpenSRE, and DFlash as open source shifts from agent demos into memory, governance, voice production, incident response, and inference speed.

10 min read ·
Anthropic Cutoff Exposes OpenClaw's Automation Cost Problem
Tools & Workflows

Anthropic Cutoff Exposes OpenClaw's Automation Cost Problem

Anthropic's April cutoff for Claude subscriptions in third-party agent tools has made OpenClaw's hidden cost clearer: the software is free, but always-on automation can turn simple jobs into metered loops with context, tools, memory and security risk attached. Most teams should start with scripts, workflows or one targeted model call before reaching for a persistent agent.

11 min read ·
Repo Radar: 5 GitHub Projects Worth Your Week
Tools & Workflows

Repo Radar: 5 GitHub Projects Worth Your Week

Repo Radar looks at five fast-moving GitHub projects: Hermes Agent, OpenScreen, Google AI Edge Gallery, DeepTutor, and Multica. The pattern is clear. Open source is moving from code libraries into full products for agents, local AI, screen demos, and learning workflows.

9 min read ·
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Karpathy Killed His RAG Pipeline for a Folder of Markdown. Here's the Full Build Guide.

Karpathy's LLM Wiki thread drew 16M views. His Gist with zero code got 5,000 stars. The pattern, a hands-on tutorial, the ecosystem, and why the "idea file" may matter more than the wiki.

Every Tuesday Morning

The Problem With OpenAI and Anthropic. $1.2 Trillion in AI Wants to Go Public, and Neither Company Can Close the Trust Gap.

OpenAI's shares are going unsold. Anthropic leaked its source code twice. Both want IPOs worth $1.2 trillion. Neither can close the trust gap.

7 Analysis
Mira Murati Isn't Silicon Valley's Strong Woman. She's Its Compute Test.
Analysis 10 min read

Mira Murati Isn't Silicon Valley's Strong Woman. She's Its Compute Test.

Mira Murati's Thinking Machines Lab has Google Cloud, Nvidia, a $2 billion seed round, and one public product. The real profile is not founder mythology. It is whether she can harden a frontier AI institution before rivals drain the pressure chamber.

Mira Murati's Thinking Machines Lab has Google Cloud, Nvidia, a $2 billion seed round, and one public product. That looks like power. It also looks like a pressure test. The question is whether she can turn founder control, scarce compute, and an elite but leaking team into an institution before OpenAI, Meta, and hyperscalers pull the parts apart. If she cannot, the valley gets its symbol and loses the company.

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