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The Model Memo

A free daily newsletter on AI · models · infrastructure · the business of intelligence

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Business

2 essays on business from The Model Memo, a free daily newsletter on AI.

The Coming Model Consolidation

Business

The Coming Model Consolidation

There are eleven frontier labs. There will not be eleven frontier labs in eighteen months.

June 13, 2026 · 9 min read

What the CFOs Finally Asked

Business

What the CFOs Finally Asked

Eighteen months into the enterprise AI buildout, the procurement question has changed. The honest answers are uncomfortable.

June 10, 2026 · 8 min read

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