TheWhiteBox · Ignacio de Gregorio

Beyond the headlines.
Closer to the truth.

Independent analysis of AI, the markets it changes, and what comes next.

From the archive

383 editions · Research · Perspective · Strategy

Cover for o3 is a Filthy Liar, Google's spree, & More

Apr 22, 2025Premium

o3 is a Filthy Liar, Google's spree, & More

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Cover for Thoughts on o3 and o4-mini

Apr 20, 2025Newsletter

Thoughts on o3 and o4-mini

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Cover for Why Google Is Your Best AI Bet

Apr 16, 2025Premium

Why Google Is Your Best AI Bet

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Cover for The Llama Tragedy

Apr 11, 2025Newsletter

The Llama Tragedy

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Apr 6, 2025Premium

AI & the Tariff War

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Cover for The Anatomy of the AI Mind

Apr 3, 2025Newsletter

The Anatomy of the AI Mind

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Cover for Proof or Bluff, The Question Is...

Apr 1, 2025Premium

Proof or Bluff, The Question Is...

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Cover for The Second 'ChatGPT Moment' is Here

Mar 31, 2025Premium

The Second 'ChatGPT Moment' is Here

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Cover for Startup Dramas, Murky Valuations, & OpenAI's Concession

Mar 28, 2025Newsletter

Startup Dramas, Murky Valuations, & OpenAI's Concession

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Cover for OpenAI, Google, & DeepSeek Walk into a Bar...

Mar 25, 2025Premium

OpenAI, Google, & DeepSeek Walk into a Bar...

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Cover for Why Most Startups Are Doomed

Mar 23, 2025Premium

Why Most Startups Are Doomed

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Cover for OpenAI Goes Mad, Music LLMs, & Beating Pokemon

Mar 21, 2025Newsletter

OpenAI Goes Mad, Music LLMs, & Beating Pokemon

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