The AI Value Chain Is Collapsing Inward

Nvidia captures the rent, OpenAI rewrites the rules, and everyone else gets squeezed in between

Oct 15 • 

Amit Badlani

1

Where Real Power Lies in the AI War

Why the winners of the AI revolution won’t be the ones building the smartest models—but the ones controlling the power, the data, and the distribution.

Oct 8 • 

Amit Badlani

1

Sora, Shrimp Jesus, and the Future of Video

From Hollywood-grade imagination engines to uncanny AI slop, shortform video is about to change everything.

Oct 1 • 

Amit Badlani

September 2025

Context Engineering for AI Agents: The New Bottleneck

In the agent era, how you shape context matters more than the size of your model

Sep 24 • 

Amit Badlani

1

From Talking to Doing: The Rise of Web Agents

The browser is becoming the training ground for AI that can adapt, act, and transform how we get things done

Sep 17 • 

Amit Badlani

1

The Copyright Fight That Threatens U.S. AI Leadership

Inside Anthropic’s $1.5B deal—and how lawsuits could slow America while China accelerates.

Sep 10 • 

Amit Badlani

1

The Future of AI Product Management

As AI accelerates building, the real challenge becomes knowing what to build

Sep 3 • 

Amit Badlani

3

August 2025

The Bard in the Mountains

How I used ChatGPT as a guide to turn Alpine signs and places into stories I could walk inside

Aug 27 • 

Amit Badlani

2

The Machine Web and the New Browser Wars

Why the battle for browsers will decide who controls the web’s future

Aug 20 • 

Amit Badlani

1

When Words Aren’t Enough: How World Models Give AI a Richer Grip on Reality

Why the next leap in AI means thinking in worlds, not just text

Aug 13 • 

Amit Badlani

2

MedGemma is the Future of Healthcare AI

A compact, open foundation model that outperforms proprietary giants in clinical reasoning, imaging, and report generation

Aug 6 • 

Amit Badlani

1

July 2025

Speed Is No Longer a Technical Problem

Why Product Management Is Now the Bottleneck in AI Startups

Jul 30 • 

Amit Badlani