
Cloud bills taught Ariel Munafo something early: whoever controls the spend controls the company. He built that lesson into CloudEdge and CloudEX, two cloud companies he founded and took from idea to acquisition. Then he turned to the next wave, backing founders like CloudWize and wiv-ai. Today he leads A.M. Maya Technology & Holdings and co-hosts Yalla to the Claude, a podcast about building with AI. Now the same question is back, bigger: who controls AI? This newsletter is his weekly answer, in five minutes, for the leaders who have to decide.