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Previous Columns

4 columns
May 19, 2026
No Federal Agency Owns the Banking Feature
Greg Brockman's return to OpenAI product and ChatGPT's push into bank-account integration have together expanded OpenAI's liability surface past any US enforcement framework built to contain it.
Aya Nakamura
May 16, 2026
OpenAI Reaches Into Banking on Contested Ground
OpenAI is pressing ChatGPT into banking while its CEO's credibility is formally contested in federal court; US tort law, not pending statute, is the constraint on the deployment surface.
Aya Nakamura
May 12, 2026
The Compute Layer Is No Longer For Sale
Anthropic's $5B Colossus contract and Nvidia's $40B equity portfolio mark training-compute's shift from procurement to partnership, a structure PRC labs cannot access before 2028.
Aya Nakamura
May 5, 2026
The Next Constraint Is Physical
Pentagon procurement cuts and drone strikes on data centers, arriving together, mark the moment when AI's next constraint became physical rather than algorithmic.
Aya Nakamura