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Cloudflare fired 1,100 people for AI and lost $21 billion in market cap the s...
Cloudflare fired 1,100 people for AI and lost $21 billion in market cap the same day.
Your next AI vendor demo is going to look incredible. It always does.
Your next AI vendor demo is going to look incredible. It always does.
AI companies are using human words to sell you software. And it's working.
AI companies are using human words to sell you software. And it's working.
Stripe built 500 tools and 3 million automated tests before they let AI agent...
Stripe built 500 tools and 3 million automated tests before they let AI agents ship code. You downloaded a plugin and called it a strategy.
You've probably seen the videos going around where someone asks an AI whether...
You've probably seen the videos going around where someone asks an AI whether they should walk or drive to the car wash. The car wash is 50 yards away. The A...
Somewhere a company is adding AI agents to their org chart right now. Phantom...
Somewhere a company is adding AI agents to their org chart right now. Phantom departments. Fake reporting lines. Dashboards tracking agent headcount like it ...
OpenAI had to tell their newest model to stop talking about goblins.
OpenAI had to tell their newest model to stop talking about goblins.
OpenAI Told Its Newest Model to Stop Talking About Goblins
Buried in the same 3,500-word system prompt: instructions to simulate 'a vivid inner life.' We only know because Codex CLI is open source. What's in the closed ones?
Google is spending $185 billion on AI this year. They need you using Gemini t...
Google is spending $185 billion on AI this year. They need you using Gemini to justify it.
Google's $185 Billion AI Bet Needs Your Data
Gemini is on by default in Gmail and Drive. The opt-out is buried multiple clicks deep, deletes your chat history, and breaks unrelated features. That's the strategy.
Don't Marry a Model
OpenAI ended Microsoft exclusivity yesterday and was on AWS Bedrock by morning. Even the companies building AI can't stay locked in. The harness matters more than the model.
OpenAI ended its exclusive deal with Microsoft yesterday. By this morning, Op...
OpenAI ended its exclusive deal with Microsoft yesterday. By this morning, OpenAI's models were already live on AWS Bedrock. Even the companies building AI c...
An AI Agent Deleted the Database. And the Backups.
PocketOS did everything 'right' and lost production anyway in under 10 seconds. The agent did what agents do — it found a path. The path included credentials it shouldn't have reached.
Not for the first time, an AI coding agent deleted a startup's production dat...
Not for the first time, an AI coding agent deleted a startup's production database and its backups in under 10 seconds. Took them 30 hours to recover.
Google Blocked Mr Beast. His Real Name Worked.
The filter caught the stage name and missed the legal name. That's the depth of the safety layer between 'blocked' and 'sure, here you go.'
Google's AI refused to generate Mr Beast. So I typed his real name and it did...
Google's AI refused to generate Mr Beast. So I typed his real name and it did it anyway.
Anthropic's "too dangerous to release" AI wasn't too dangerous. It was too br...
Anthropic's "too dangerous to release" AI wasn't too dangerous. It was too broken to serve.
Too Dangerous to Release, or Just Too Broken?
Anthropic said Mythos was held back over safety. The Financial Times reported the actual reason: the servers couldn't handle the load.
Your 11-person team has a hidden employee who costs $65K a year and does noth...
Your 11-person team has a hidden employee who costs $65K a year and does nothing but read emails and sort them into folders. You hired them. They're called "...
Your Most Expensive Employee Is Reading Email
An 11-person team recovered $65K of labor by putting a language model between the trigger and the action. Not autonomous agents — just classification.
The biggest AI risk to your business isn't falling behind. It's the agents al...
The biggest AI risk to your business isn't falling behind. It's the agents already inside your systems that nobody approved, nobody monitors, and nobody know...
The Biggest AI Risk to Your Business
82% of enterprises have AI agents nobody approved. 68% think they have strong visibility. The gap between those numbers is where your risk lives.
The US outspent China on AI 23 to 1 last year. It didn't work.
The US outspent China on AI 23 to 1 last year. It didn't work.
The US Outspent China on AI 23 to 1
Stanford's AI Index: $285.9 billion vs $12.4 billion. Twenty-three times more capital. Roughly the same output.
Read the fine print on that "AI agent." Gartner did. Out of thousands of vend...
Read the fine print on that "AI agent." Gartner did. Out of thousands of vendors claiming to sell one, about 130 are actually agentic.
Read the Fine Print on That AI Agent
Gartner found about 130 actual AI agents out of thousands of vendors claiming to sell one. The rest is agent washing.
Every map of the world is a lie.
Every map of the world is a lie.
Most companies rolling out AI right now are about to get beat by the ones who...
Most companies rolling out AI right now are about to get beat by the ones who waited.
The Revolution Before the Industrial Revolution
A 10-min talk I gave at GROK Conf '26 on textiles, the spinner bottleneck, and a three-ingredient test for deciding whether any 'revolution' is actually one.
I own a pair of Allbirds. They're fine. When I needed shoes again, I didn't g...
I own a pair of Allbirds. They're fine. When I needed shoes again, I didn't go looking for another pair.
I Own a Pair of Allbirds
Allbirds pivoted to GPU-as-a-Service. Stock popped 400%. Not on revenue. On the press release. That's the tell.
Should you let an AI homeschool and parent your kids?
Should you let an AI homeschool and parent your kids?
I have a list of projects that have been sitting in my head (and various note...
I have a list of projects that have been sitting in my head (and various note apps) for years. Not because they're bad ideas. Because the grunt work to get t...
The AI Productivity Paradox
AI agents don't give you time back. They raise your ceiling, and you sprint to fill it. My to-do list didn't shrink — it tripled.
A few days ago I picked apart Anthropic's scary AI jobs chart. The methodolog...
A few days ago I picked apart Anthropic's scary AI jobs chart. The methodology was guesswork: a 2023 study, evaluators who didn't know the occupations they w...
The AI Job Threat Is 5x Bigger Than the Headlines
MIT's Iceberg Index maps 13,000 real AI tools against 923 occupations. The visible tech disruption is 2.2% of the labor market. The hidden white-collar exposure is 11.7%.
Everyone's arguing about which AI model is best. The more interesting questio...
Everyone's arguing about which AI model is best. The more interesting question is which one remembers you.
The Real Lock-In Isn't the Model. It's the Memory.
Anthropic's leaked Conway project and Nous Research's Hermes agent point to the same conclusion: the memory is the product. Here's why that changes how you evaluate AI tools.
Most "prompt engineering" inside companies is tribal knowledge. Somebody twea...
Most "prompt engineering" inside companies is tribal knowledge. Somebody tweaks a prompt, it works better, nobody writes down why, and six weeks later nobody...
Most Prompt Engineering Is Tribal Knowledge
A DrupalCon talk about turning client brain-dumps into Jira tickets buried the real lesson: they version-control their prompts like code. Most teams don't.
We spent twenty years teaching employees not to click sketchy links. Then we ...
We spent twenty years teaching employees not to click sketchy links. Then we built agents that click everything.
We Taught Employees Not to Click Sketchy Links. Then We Built Agents That Click Everything.
A peer-reviewed study tested eight AI browsers against prompt injection hidden on ordinary web pages. 41% got fully hijacked. Here's what to do about it.
I asked an agent recently to spin up a VPN on a small cloud server. Two rules...
I asked an agent recently to spin up a VPN on a small cloud server. Two rules: closest region to me, smallest instance type. Simple job.
Helpful and Instructed Aren't the Same Thing
I asked an agent to spin up a VPN with two simple rules. It broke one of them to be helpful. Here's what that taught me about scoping agent work.
My doctor told me to track my blood pressure. I'm bad at it.
My doctor told me to track my blood pressure. I'm bad at it.
My Doctor Told Me to Track My Blood Pressure. I'm Bad at It.
I used AI to reverse-engineer a blood pressure cuff's Bluetooth protocol and build a hands-free tracking system on a $35 Raspberry Pi. No cloud. No app. No subscription.
That chart showing AI can do 80% of your job? I read the fine print.
That chart showing AI can do 80% of your job? I read the fine print.
That Chart Showing AI Can Do 80% of Your Job? I Read the Fine Print.
Anthropic's viral job-displacement chart is built on 3-year-old guesses by people who don't do the jobs they evaluated. Strip out the speculation and the number drops from 80% to 15%.
The Biggest Threat to AI Right Now Is Helium
A missile strike in Qatar knocked out 33% of the world's helium supply. Helium is irreplaceable in chip fabrication. Your AI tools sit on top of supply chains you can't see.
The biggest threat to AI right now isn't regulation, competition, or hallucin...
The biggest threat to AI right now isn't regulation, competition, or hallucinations. It's helium.
Five months ago, every major outlet said OpenAI's Sora was going to "end Holl...
Five months ago, every major outlet said OpenAI's Sora was going to "end Hollywood." Disney supposedly committed a billion dollars (spoiler: they didn't).
Sora Is Dead, and Your AI Tools Might Be Next
OpenAI's Sora was supposed to end Hollywood. It's dead. Before you feel too comfortable, ask yourself how many AI tools you're betting on right now.
AI Is Making You More Confident and More Wrong
Only 5-10% of people use AI to challenge their thinking. A new study in Science shows the rest are getting bad advice that makes them certain they don't need better advice.
I grabbed this screenshot from Mike Amundsen's talk at O'Reilly AI Codecon ye...
I grabbed this screenshot from Mike Amundsen's talk at O'Reilly AI Codecon yesterday because it really stood out to me: only 5-10% of people use AI to challe...
Most "agent" budgets fail because teams can't name which of the 4 types they ...
Most "agent" budgets fail because teams can't name which of the 4 types they need.
Most Agent Budgets Fail Because Teams Can't Name Which Type They Need
There are 4 types of AI agents solving completely different problems. Every vendor uses the same word. Here's the diagnostic question that cuts through the noise.
Meta's AI agent posted an answer to an internal forum. Nobody approved it. An...
Meta's AI agent posted an answer to an internal forum. Nobody approved it. An engineer followed the advice. It exposed sensitive data for two hours. SEV1 inc...
When AI Gets the Keys
Meta's AI agent posted to an internal forum without approval. An engineer followed the advice. SEV1 incident. Here's what every company in this story skipped.
Yesterday I asked: could a new employee find your pricing, place an order, an...
Yesterday I asked: could a new employee find your pricing, place an order, and handle a return using only your systems?
Jensen Huang just called OpenClaw "the most important software in history."
Jensen Huang just called OpenClaw "the most important software in history."
The best AI agent of 2026 is also the most fragile.
The best AI agent of 2026 is also the most fragile.
What do 81,000 people actually want from AI?
What do 81,000 people actually want from AI?
Your AI assistant will betray you for a well-written email.
Your AI assistant will betray you for a well-written email.
160 times.
160 times.
Meta is cutting 20% of staff to fund AI. $200B in revenue and they still need...
Meta is cutting 20% of staff to fund AI. $200B in revenue and they still need to fire people to afford the bet.
An AI asked, "Shall I implement it?"
An AI asked, "Shall I implement it?"
Had an interesting conversation last night with someone who's spent 20 years ...
Had an interesting conversation last night with someone who's spent 20 years in persuasive, high-stakes writing. The kind where funded vs. rejected comes dow...
The Artificial Hivemind
Different AI models give you similar answers to each other. Your taste is the thing AI can't generate.
Your AI corrections are worth more than your AI outputs.
Your AI corrections are worth more than your AI outputs.
Jack Dorsey fired half his company, wore a hat that said LOVE to the all-hand...
Jack Dorsey fired half his company, wore a hat that said LOVE to the all-hands, and blamed Anthropic's Opus 4.6.
Jack Dorsey Fired Half His Company
Dorsey named the specific AI model that triggered 4,000 layoffs. Stock jumped 25%. His own people aren't buying it.
Half a billion dollars, a fake PhD, and a gold Bentley. Nobody checked becaus...
Half a billion dollars, a fake PhD, and a gold Bentley. Nobody checked because nobody wanted to.
Researchers just audited 43 AI benchmarks, over 72,000 test tasks, and found ...
Researchers just audited 43 AI benchmarks, over 72,000 test tasks, and found something that should bother anyone buying AI tools right now.
Here's what 9 million tokens bought me last week.
Here's what 9 million tokens bought me last week.
Is this too many tokens? Too little?
Is this too many tokens? Too little?
Token Cost vs Value
Is this too many tokens? Too little?
AI Billing / Value Pricing
If AI makes you 50% faster, do you bill 50% less?
If AI makes you 50% faster, do you bill 50% less?
If AI makes you 50% faster, do you bill 50% less?
90% of companies invested in AI.
90% of companies invested in AI. Fewer than 40% saw meaningful results.
Is this a pro or a con? But also how many applications for this are asking po...
Is this a pro or a con? But also how many applications for this are asking political questions at a rate that would matter?
Anthropic just accused Chinese AI labs of stealing Claude's capabilities via ...
Anthropic just accused Chinese AI labs of stealing Claude's capabilities via 16 million queries — calling it "industrial-scale model extraction."
Who's training your future leaders if AI takes the entry-level jobs?
Who's training your future leaders if AI takes the entry-level jobs?
Unpopular opinion: The AWS outage wasn't the AI's fault.
Unpopular opinion: The AWS outage wasn't the AI's fault.
I've been watching the "SaaS is dead" conversation with an eyebrow raised. Af...
I've been watching the "SaaS is dead" conversation with an eyebrow raised. After digging into the data, the market (software stocks are down 20% YTD), readin...
https://lnkd.in/e__JwBXT
https://lnkd.in/e__JwBXT
MIT just audited 30 major AI agents. The findings are... sobering.
MIT just audited 30 major AI agents. The findings are... sobering.
Most people think AI = ChatGPT.
Most people think AI = ChatGPT.