July 18, 2026

In July 2026, your AI limits reset... it was a war

In July 2026, if you were a Claude Code or Codex user, you may have noticed something strange: suddenly, without warning, your usage limits reset. Your counter went back to zero. It was as if the company had pressed a button and said, "hey, keep working, it's on us". This happened not once, but several t

July 17, 2026

The 'unlimited' plan always has an expiration date

When you raise limits in response to competitive pressure, you are not improving your product. You are subsidizing usage with infrastructure debt or investor capital. And users, reasonably enough, get used to that inflated allowance. When the market settles, when one of these companies needs to cut costs, the drop in limits will hurt twice as much.

July 17, 2026

The most political appliance in your home

A router is the most political appliance in the home and the office, even though we treat it like a box with lights. It sits on the border between our private lives and the rest of the Internet. It decides where connections go. It can reveal habits, routes, services, dependencies.

July 17, 2026

Xi criticizes the US over chips… while blocking Nvidia's in China

The most quoted line from the speech was this: "One string cannot make music, and one tree does not make a forest. AI development should not be the solo performance of a single country, but a symphony of international cooperation." Very poetic. And very strategic. Because it frames the United States as the country that wants to play alone, when in reality China is the one with the toughest chip export restrictions, inwardly. That's an important nuance. Xi implicitly criticized Western export controls by saying that no country should use "national security" as an excuse to block cooperation in AI. But at the same time, the Chinese government has been actively discouraging purchases of Nvidia H200 chips within China, pushing local companies toward Huawei's Ascend processors. In other words, the openness it advocates has very concrete limits at home.

July 17, 2026

What happens if you ask Siri about Tiananmen in China?

If you ask Siri about Tiananmen, the Dalai Lama, or any politically sensitive topic, the answer you receive passes through filters Apple did not design. That's right. China's 2023 Interim Measures for the Management of Generative AI Services are very explicit: AI services must comply with restrictions on political speech, historical narratives, and what the Party calls "social stability." Alibaba cannot sell a model that violates them, and therefore Apple cannot offer one either.

July 16, 2026

The AI race isn’t for attention—it’s for dependence

AI isn’t just competing for attention; it’s competing against its own cost structure. And here’s my take: Claude isn’t winning “the race,” because that race doesn’t exist as a single track. But it is winning something that may be more valuable: credibility among users who do real work with AI. My conclusion