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AI Waypoints: Week of July 6, 2026 — Edition #18
OpenAI shipped 3 models and a workplace product in a single week while Apple took the AI talent war to federal court.
Jul 13
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Karthik’s AI Wanderlust
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1
Who Decided Your Intern Gets the Michelin Grade Model?
Every enterprise running embedded AI already has a model-allocation policy. The vendor wrote it.
Jul 10
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Karthik’s AI Wanderlust
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1
Forward deployed engineering: when to pay for the engineers instead of the software
It isn’t a new service. It’s a confession, and a lock-in vehicle. Three conditions tell you when the premium is worth it anyway.
Jul 7
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Karthik’s AI Wanderlust
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1
AI Waypoints: Week of June 29, 2026 — Edition #17
Microsoft and Amazon both spent real money admitting that AI doesn’t deploy itself. NVIDIA stopped just selling chips and started financing the clouds…
Jul 6
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Karthik’s AI Wanderlust
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Evolution of Agentic AI: There Is No Runtime Moat to Buy (Part 3)
The thing everyone is being told to buy, an owned and isolated place for agents to run, is commoditizing on the same clock as everything else.
Jul 2
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Karthik’s AI Wanderlust
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June 2026
Evolution of Agentic AI: The Payments Standards War Is Already Over (Part 2)
The gap between one lab shipping an agent capability and a rival shipping the copy had collapsed from about a year in 2023 to about a day in 2025.
Jun 30
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Karthik’s AI Wanderlust
1
AI Waypoints: Week of June 22, 2026 — Edition #16
OpenAI built its own chip to stop paying NVIDIA’s margin. A judge said the company that makes the hiring AI can be sued for what it decides. Six…
Jun 30
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Karthik’s AI Wanderlust
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Evolution of Agentic AI: What It Tells You About the Next 6-12 Months (Part 1)
Part 1 of a 3-part series. Part 2 covers the payments standards war; Part 3 covers agent security.
Jun 28
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Karthik’s AI Wanderlust
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AI Waypoints: Week of June 22, 2026 — Edition #15
Amazon went after NVIDIA’s chip business. Washington cleared the power grid for AI data centers. Accenture’s own earnings showed AI eating the…
Jun 23
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Karthik’s AI Wanderlust
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The referees are finally right. Everyone hates it.
A robot offside flag, a furious Argentina, and the AI a lot of companies are about to point at their own customers.
Jun 19
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Karthik’s AI Wanderlust
3
AI Waypoints: Week of June 15, 2026 — Edition #14
Washington shut off Anthropic’s newest top-tier model three days after launch. Apple finally shipped Siri. Visa and Mastercard turned on the…
Jun 16
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Karthik’s AI Wanderlust
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Monotheist vs Polytheist: How to Choose Your Agentic AI Architecture
Stop asking which agent architecture is smarter. Ask whether your task splits into independent pieces.
Jun 15
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Karthik’s AI Wanderlust
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