Oil at Risk of Going Much Higher
Which Would Mean Further Weakening of the Dollar
 • Jonathan Maietta
Open Source Models Will Slow AI CapEx Spend
It seems obvious, but many macro analysts have yet to make the connection
 • Jonathan Maietta
Prices Up, Labor Participation Down
The outlook for the U.S., a country with $40 trillion in debt, $2-3 trillion annual deficits, rising prices, and smaller labor force participation is…
 • Jonathan Maietta
When Will the Legacy SI Guys Wake Up?
The reason the legacy SIs are where they are is that none of those companies are led by smart, quality CEOs.
 • Jonathan Maietta
Steve Jobs’ Leadership Style
A look at America's greatest Technology founder on America's birthday, courtesy of Kilby. Happy 4th of July.
 • Jonathan Maietta
Mythos & Fable 5 Price Is Twice as Nice if You Are Anthropic
Mythos and Fable 5 cost 2x other Claude models to say nothing of the price differential versus open source models (although the latter lack a…
 • Jonathan Maietta
META Throws in the LLM Towel
META deciding to sell compute capacity is akin to xAI renting GPUs to Anthropic and Google (those announcements occurred over the past few weeks in case…
 • Jonathan Maietta
GLM 5.2 Won't Move to Kilby Production. Perhaps 5.3 Will.
Unfortunately I found an error that GLM 5.2 made in testing.
 • Jonathan Maietta
Mythos and Fable 5 Back Tomorrow
Too little too late?
 • Jonathan Maietta

June 2026

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