The AI Realist
Julien SimonPractical AI for builders, operators, and investors.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 157 | Subscribers | Read | julsimon.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Jensen’s COMECON: How Nvidia Built an Empire of Captive Clouds
In January 2026, Nvidia invested an additional $2 billion in CoreWeave, bringing its total stake to $5.3 billion and to 11.5% of the company. The press release used the language of partnership: “deepening infrastructure, software, and platf...
The $3 trillion bet: who wins when everyone builds the pipes?
The Big Five tech companies plan to spend roughly $700 billion on AI infrastructure in 2026 alone. Cumulative hyperscaler AI capex from 2024 through 2029 is on track to reach $2.5 to $3 trillion. That’s more than the GDP of Canada.
Alphabet’s 100-Year Bond: A Bet on Immortality
Alphabet is planning to issue a 100-year bond. Let that sink in for a moment. A company that didn’t exist 28 years ago is asking investors to lend it money until 2126.
AI Regulation or AI Requiem? Part 4
In the past few weeks alone, Anthropic shipped Claude Opus 4.6, which includes a million-token context and autonomous agent teams. OpenAI launched a desktop Codex app that manages fleets of coding agents. GPT-5.2 is optimized for industry-s...
Authors
The writers behind this newsletter.
AI Operating Partner @ Fortino Capital (www.fortinocapital.com) - Ex-Arcee AI, Hugging Face, AWS - Tech, Cloud, AI, VC, PE, Investing - https://julien.org
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