Anthropic, Blackstone, and Goldman Sachs just launched Ode, a massive $1.5 billion AI services firm. They are sending forward deployed engineers straight into companies to map operations and build custom AI systems on top.

This mirrors exactly what a lot of operators in the space are already crushing with. Map the workflows first, consolidate into one solid operating system, then layer AI on a foundation that actually works. After dozens of implementations, it is the only way that holds up long term.

Big money just validated the playbook hard. Demand for these teams is way bigger than supply, and Ode is boutique focused on PE portfolios. There are hundreds of thousands of midsize companies out there drowning in manual processes and disconnected tools who need this help. The opportunity is wide open. Go build.

2/ Kiki surpasses Fable?

Kimi K3 from Moonshot AI just hit number one on the Frontend Code Arena with 1679 points, jumping 17 spots and beating Claude Fable 5. It dominated 6 out of 7 domains and is dropping full open weights soon.

Many are saying it: The Chinese model is currently #1

This jump is raising eyebrows. A Chinese model taking the lead on key benchmarks while the US debates data centers, extra regulations, and new agencies. Permissionless innovation won the internet era. We need the same energy for AI or risk watching the lead slip away.

3/ Surge in Genz electrician demand?

Gen Z electricians working on AI data centers are pulling in up to $280k a year as demand explodes. Real world infrastructure for the AI boom is creating serious opportunities on the ground.

4/ Services > Software ?

If you are at a company selling pure software, the clock is ticking. Frontier models will either absorb your features or replicate them fast. The smarter move is working for companies that sell services and real outcomes instead of just code.

5/ New Australia AI Regulations

Australia is rolling out new rules requiring large AI data centers to add at least as much electricity back to the grid as they consume. Interesting approach to balancing the massive power needs of AI growth.