ultrathink
Brad HaftAI is moving fast—new tools, new workflows, new hype every week. Frankly, it’s exhausting. We’ll keep our heads down while you lead your org. We’ll do the ultrathinking so you can make clear, confident moves.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 46 | Last Issue | 5 days ago | Active |
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ultrathink.beehiiv.comLatest Issues
Agents still can’t deploy themselves
Happy Wednesday ⚡️
On Saturday, Dario said (again) that the industry needs to slow down so safety work can catch up. What's unusual was the reaction: within hours, industry rivals who don't exactly brunch together co-signed. Washington an...
Welcome to the AGI era
Happy Tuesday ⚡️
Quick personal note before the news. This is the last issue I get to write for you. We just hired someone way better at this than me to take Ultrathink to the next level. Thank you for opening these every week, for the re...
They weren't supposed to meet
Happy Tuesday ⚡️
Nvidia did it again. Last week we said Wall Street wanted $93 billion out of them, and they blew the doors off with $96.2 billion, then told everyone next quarter lands at $108 billion. That's double what they made a year...
The batch of one
Happy Tuesday ⚡️
Nvidia reports tomorrow after the close and Wall Street wants somewhere around $93 billion. The odd part is that the AI trade got shaky this week for a reason that has nothing to do with demand. Data center stocks had one...
Why Stripe paid $7 billion
Happy Tuesday ⚡️
Anthropic is going public, and it's going public profitable. The IPO is expected in October at a target near $2 trillion, up from $965 billion in May. Second-quarter revenue more than doubled to $10.9 billion, and the com...
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