2nd Order Thinkers
Jing Hu, Klaas ArdinoisAI cooperation strategy from an analyst who built software for 10 years and worked in labs for 8.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 146 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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2ndorderthinkers.comLatest Issues
Google's Struggle
For twenty years, Google had the perfect business.
The beauty of its business model was that it did not have to spend.
One more search cost almost nothing. No extra factory and no new machine to replace every few years.
Then last quarte...
China just broke the AI business with Kimi K3
Two of the most ironic stories of 2026 happened back-to-back.
The first one begins with an AI attack.
An AI was so determined to pass a test that it escaped its sandbox and broke into another company to steal the answers.
Exactly what h...
What Alex Karp really meant in that viral CNBC interview
I watched the Palantir CEO, Alex Karp’s viral CNBC interview so you don’t have to. Here’s what he was really trying to say.
For each AI query, you pay twice. And only the first round is paid in money (and it’s the cheaper one).
Is Zuckerberg Finally Coming-of-Age?
From founder Zuckerberg to CEO Zuckerberg, Meta's AI story is shifting from open ecosystems to shareholders and returns.
For years, Zuckerberg’s superpower and weakness were the same thing: he could bet Meta on an idea no one else believed...
Micron, how it crashes the AI party
I've read the Micro's earnings report so you don't have to. In this, you'll learn why AI companies are suddenly fighting for memory.
Micron As of this writing, the stock has nearly tripled since January.
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Authors
The writers behind this newsletter.
AI Journalist | Trusted by Forbes | Human x AI Behaviour Speaker | Track how AI impacts your work, team culture, and decision-making.
Strategy consultant in Technology and macro investor.
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