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Mitchell Bryson AI Articles

The land grab has gone financial - Mitchell Bryson

OpenAI's 17.5% guaranteed-return PE pitch, its 450,000 sq ft campus lease, and the Helion fusion deal all point to the same shift: the AI race is no longer about who has the best model — it's about who can lock in distribution, real estate, and energy...

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Mitchell Bryson AI Articles

The superapp moment has arrived - Mitchell Bryson

OpenAI's Fidji Simo told employees the company was 'spreading efforts across too many apps.' Google is sunsetting Firebase Studio to fold everything into AI Studio. Meanwhile, Carta data shows the same consolidation logic playing out in capital markets: 10%...

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