Newsletter archive/Briefing

Jan 1, 2026

AI Market Rally, Job Cuts Fears, & OpenAI’s Talent Arms Race

AI stocks lifted 2025 markets, 2026 risks include AI-driven job cuts, OpenAI’s costly pay, Apple’s cautious AI bet, and Andreessen’s U.S. innovation edge.

Matthew Berman

AI Market Rally, Job Cuts Fears, & OpenAI’s Talent Arms Race