Update from Monday, January 5, 2026
Growing and Shrinking Moats in the Valley
The major tech giants are adjusting their AI strategies. While Google is catching up and Meta is betting on content, OpenAI and Tesla are on the defensive.
The major tech giants are adjusting their AI strategies. While Google is catching up and Meta is betting on content, OpenAI and Tesla are on the defensive.


CODE CRASH
Most companies treat AI as an optimization layer. That's a mistake. The real opportunity is building entirely new categories of value — and the window to act is closing fast. In CODE CRASH, Matthias Schrader lays out a practical framework for leaders who want to move beyond pilots and into production.
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