Tuesday, July 7, 202618 min read
docket
Bartz v. Anthropic: The Line Between Learning and Piracy
A landmark ruling made training on books fair use; a $1.5 billion settlement made pirating them the expensive part — and the difference is provenance.
positions
Micron: When Memory Became the Constraint
One quarter of revenue now exceeds all of last fiscal year, as HBM turns a commodity cyclical into a supplier holding binding multi-year contracts.
the-brief
The Brief: Cheaper Frontier, Harder Rules, Tighter Supply
The frontier's cadence has shifted from capability leaps to price, governance, and the physical supply beneath the models.