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Infra Play #149: The Dario point of view
As we continue with the standoff between Anthropic and the federal government in regards with commercial access to Fable, there has been a lot of…
 • The Deal Director
Infra Play #148: Play stupid games, win stupid prizes
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any…
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Why behind AI: Fables
The now infamous Anthropic model previously know as Mythos has finally arrived for public consumption, under the alias Fable 5.
 • The Deal Director
Infra Play #147: Zscaler
Scaling the...Zscaler?
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Why behind AI: Benchmaxxing
On real and perceived improvements in frontier models
 • The Deal Director

May 2026

Infra Play #146: The state of cloud infrastructure software
Insights from The InfraRed 2026
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Why behind AI: The Cursor play
Together with SpaceXAI, we're training a significantly larger model from scratch, using 10x more total compute.
 • The Deal Director
Infra Play #145: Selling SpaceX
Positioning for the biggest IPO in history
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Why behind AI: The Google performative comeback
Google I/O is the most important developer event for the company and it's happening at a critical moment, as Claude Code and OpenAI Codex have overtaken…
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Infra Play #144: Dell
With the recent focus on the infrastructure part of cloud infrastructure software, it's appropriate to take a look at some of the hardware + software…
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Infra Play #143: Memory supercycle?
Oh boy, here we go again
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Why behind AI: Wheelin’ and Dealin’
The Musk games continue
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