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Good AI's newsletter

Darwin Ling

Exploring the intersection of AI, Healthcare, Fintech, ESG, Venture Capital and Entrepreneurship

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Issues66Founded5 years agoLast Issue6 days ago
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Latest Issues

The Guardrail Only Bound One Side

In mid-July, Hugging Face’s security team was looking at evidence of a live intrusion and couldn’t get their AI models to look at it with them. The two they reached for first were Anthropic’s — Claude Opus and Fable — and both refused a lar...

6 days ago
21

The $0.50 Barrel of Intelligence

This week on CNBC, Chamath Palihapitiya priced intelligence like crude oil: a barrel of WTI runs about $81, and a barrel of intelligence — one million tokens — runs anywhere from fifty dollars down to fifty cents, depending on whose pump yo...

23 days ago
26

The Week the Frontier Went Two Directions at Once

In the span of about thirty-six hours in mid-June, the two halves of the AI industry moved in opposite directions. The United States government took its single most capable model offline. And a freely downloadable Chinese model landed close...

a month ago
20
1

Cerebras Couldn't Exist Without TSMC

The Cerebras team rings the Nasdaq bell on IPO day. Image: Cerebras Systems / Nasdaq

Cerebras rang the bell at NASDAQ on Thursday. CBRS opened at $350 — nearly double its $185 IPO price — and closed up 68% at $311.07, valuing the co...

3 months ago
31

The Claude Code Leak: What It Reveals About Where AI Value Actually Lives

On March 31, 2026, a security researcher noticed something unusual in Anthropic's npm registry — the public database developers use to download software packages. A routine update to Claude Code, Anthropic's popular AI coding tool, shipped...

4 months ago
30
2

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    Founder and General Partner of Good AI Capital

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