Code Red
Everyone's getting AI agents. Nobody's getting the training to manage them, the meter to price them, or a straight answer about when to trust them. The one job the agents didn't eliminate is babysitting the agents.
Harry DeMott · Aug 6, 2026 · 16 min read
Future-Proof
Trending
Meta Is Finally Playing Offense in AI. It Still Isn’t Winning
A year ago, Meta paid roughly $14.3 billion to acquihire Scale AI and put its 28-year-old founder, Alexandr...
Google Just Lost Four of Its Best People in One Day. That’s Not Bad Luck.
Here’s what actually happened this week, in order. Sundar Pichai posted a memo announcing that Demis Hassabis is...
Everyone Went Looking for the AI Bear Case. Nobody Found One.
Gavin Baker runs Atreides Management, has been in Nvidia for the better part of 25 years, and just...
Not For Credit
One of the sharpest credit minds alive looked at the AI economy and said it's almost impossible to lend into safely. Four days later an $11 billion company sold for $1.28 billion. Same lesson from opposite ends of the spectrum: know the shape of the bet before you make it.
The AI Industry Asked to Be Regulated
There’s a genre of corporate statement that basically doesn’t exist: an entire industry standing up and asking someone...
AI Judgment Day
Yesterday the machine that wouldn't stop lived in a sandbox. This week Google gave it a body — and shipped the T-800's chassis years before the chip that learns. So the robot headed for your kitchen is a genius at everything reality lets it practice for free, and helpless the second the job depends on knowing you.
