AI cooperation strategy from an analyst who built software for 10 years and worked in labs for 8.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 147 | Founded | 3 years ago | Last Issue | 14 days ago |
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2ndorderthinkers.comLatest Issues
Microsoft, the AI dark horse
I’ve followed the earnings calls of the three biggest cloud providers on the planet, Microsoft, Amazon, Google.
And I’m using Microsoft (Azure) as the main character to pull the thread to explain what’s going on in AI and cloud in 2026, a...
Google's Struggle
A decades-old cash machine is now betting that token activity turns into durable profit, but would it really work?
For twenty years, Google had the perfect business.
China just broke the AI business with Kimi K3
Listen now | Why China is giving away what America’s most valuable AI companies are built to sell.
Two of the most ironic stories of 2026 happened back-to-back.
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...
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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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