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
Robotics' ChatGPT moment, Dumpster GPUs, & Bond Tragedies
Read this edition
Honest Thoughts From a Vendor-free AI Analyst
Read this edition
AI's biggest secret, stolen, OpenAI Ultrafast, Grok 4.6, & more
Read this edition
Train Your First AI Model With Zero Code Today
I trained models for years. Now you can too.
Read this edition
The 1-bit revolution, GPT-Live, Apple pains, & Lots of Models
Read this edition
Why Markets Don't Trust AI
And Why I Don't Either
Read this edition
Harnesses Are the Stars, Crypto risks, & a market that doesn't get it
Read this edition
AI Is Profitable: The Real Question Is How Much
Read this edition
Agent hacks, USG vs Kimi, & More
Read this edition
Kimi K3 🚀, President Xi, a mosquito-killing drone walk into a bar
Read this edition