6.1 - CC: AI Business
 Prof. Jack Reilly
 S2026

🧠 Think:
What monetizable product is it that AI companies make? Is it cost-effective, given labor, compute, and energy costs? Absent venture capital, how profitable is it likely to be short-, medium-, and long-term?
📖 Read:
•	Paterson, Cal. “Building LLMs is probably not going be a brilliant business” Blog post.
•	Leaked Google Memo: “We Have No Moat, And Neither Does OpenAI” (You don’t need to read the paywalled “Timeline” portion)
🎧 Listen:
•	Dario Amodei, 2026. “Something Will Go Wrong: Anthropic’s Chief on the Coming AI Disruption” Interesting Times with Ross Douthat New York Times Podcasts.
🌐 Browse:
•	Thompson, Ben. “AI’s Uneven Arrival”. Blog post.
•	Olson, 2026. “The Week Anthropic Tanked the Market and Pulled Ahead of Its Rivals”
•	Jin, 2025. “Anthropic Is on Track to Turn a Profit Much Faster Than OpenAI” Wall Street Journal.
•	“Researchers created an open rival to OpenAI’s o1 ‘reasoning’ model for under $50”
•	The Economist: “Will the bubble burst for AI in 2025, or will it start to deliver?” and “The very real constraints on artificial intelligence in 2025”
•	Zuckerberg, Mark. “Open Source AI is the Path Forward”
•	Glazer, “Why AI Risks Are Keeping Board Members Up at Night” Wall Street Journal
•	“Apple Engineers Show How Flimsy AI ‘Reasoning’ Can Be” Wired.
📝 Submit:
•	Discussion question to course chat
Tip
•	“📖 Read”, “🎧 Listen”, and/or “📺 Watch” items are required content for the day, and should be read/heard/watched before class on that day.
•	“🌐 Browse” items should be briefly looked at but do not need to be read deeply unless you want to
•	“📚 Additional Resources” do not need to be looked at; they are there to serve, if useful, as further references for your debates, final projects, and general edification later.