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News Letter
The Best Conversation You’ve Ever Had Is With Something That Isn’t Alive

Anthropic just told its heaviest users to pay up or leave. A French founder just told 194,000 people that the smartest guys in Silicon Valley are having an existential crisis — not because AI doesn't work, but because it works too well. Marc Andreessen quote-tweeted it with a single word: "Yup." And somewhere, an ex-Goldman Sachs employee is asking ChatGPT for recipes. These are all the same story. You just have to know where to look.

News Letter
Artemis II Just Launched. Your AI Can’t Get You There.

The hardest science on Earth still doesn't trust AI and the gap between what we've built and what we've forgotten should keep every operator up at night.

News Letter
Block, Anthropic, and Stripe Just Showed You What Offense Looks Like. Your Competitors Aren’t Ready.

The companies winning the AI era aren't cutting costs. They're replacing the coordination layer that's governed every organization since the Roman legions — and they're doing it at a speed bureaucratic competitors can't match.

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Stop Boarding Up the Windows. The Tsunami Is Coming.
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AI and Jobs: What Three Decades of Building Tech Taught Me About What’s Coming
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The Species That Wasn’t Ready 

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