ON_Discourse Breakfast Club for AI Leaders: 6 Months of Madness
Where are we? How did we get here? What's next?
There are no answers, only more questions. The first half of 2026 served up:
An IPO race between OpenAI, Anthropic, and SpaceX
Anthropic's $1.5B settlement with authors over pirated training data
ChatGPT slipping below 50% market share for the first time
~40% of enterprise apps shipped in 2026 embedding AI agents (Gartner)
Enterprises tightening AI budgets and demanding ROI
Anthropic suing the Pentagon
Pope Leo XIV's AI encyclical (Magnifica Humanitas)
A $400K state report exposed as 95% Claude-written
Bring your hottest take, your dumbest take, and your most unresolved question. We'll set the tone for the rest of the year.
The ON_Discourse monthly breakfast brings together AI leaders, builders, operators, and invited guests, for a private breakfast, illuminating discussion, and breathtaking views from the 69th floor of One World Trade.
Thanks to our sponsors and partners:
Domain
Domain, AI that lives where you work. A collaboration platform where Doma joins your chats across Signal, Slack, Telegram, and MMS to turn your network into shared context.
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