There's a specific kind of institutional move that only happens when a company has stopped believing in its own product. Microsoft didn't announce that Copilot is getting better. They announced Microsoft Scout — a new "always-on personal agent" built on OpenClaw, the open-source AI framework that 355,000 people starred on GitHub in five months and that Microsoft had nothing to do with building. Let that sit for a second. The company that spent three years and billions of doll

Florida's lawsuit against OpenAI and Sam Altman dropped on June 1st. Eighty-three pages. First state in America to do it. The AG named the CEO personally, held a press conference in West Palm Beach, and said he expects other states to follow. He's right. They will. But here's the thing: none of this should surprise anyone. We have seen this movie. We have seen exactly this movie, with different actors, and we watched it play out over a decade — the internal documents, the sup

There's a pattern running underneath three separate AI headlines from the last 90 days, and if you're only reading them as individual stories, you're missing the one thing they all agree on. Anthropic took operational control of Colossus 1 — xAI's 300-megawatt Memphis supercomputer complex, 220,000 NVIDIA GPUs — through a deal reportedly running $1.25 billion per month through May 2029. The same week, they doubled Claude Code's session limits and removed peak-hour throttling.

I got stuck on my last article. I was writing about the three-way standoff between engineers, product managers, and designers — each convinced AI makes the other two obsolete — and I landed on "builder" as the synthesis. The role that emerges when the specialization tax collapses. One person, full loop, no institutional permission required. And then I couldn't stop pulling on that thread. Because "builder" felt right but incomplete. It described the function without naming th

There's a tension running through every product team in Silicon Valley right now, and it goes something like this: The engineer thinks they don't need the product manager anymore. AI can do product thinking. The product manager thinks they don't need the engineer anymore. AI can write the code. The designer thinks they don't need either of them. AI can generate both specs and interfaces. And here's the uncomfortable truth that nobody in this standoff wants to say out loud: Th

A quote is making its rounds. Kevin Roose — New York Times tech columnist, Hard Fork co-host, author of multiple books on AI — posted this on May 29th: "Overheard at an AI lab: 'How are you spending the last 300 days of work?'" That's it. No attribution. No lab named. No context beyond the quote itself. And yet it detonated. 487,000 impressions. Hundreds of replies. A full weekend of debate across tech Twitter, Reddit, and LinkedIn. Which tells you something important — not a

Andrew Yang went on camera recently and said what a lot of people in this industry have been saying quietly for months: hundreds of thousands of white-collar jobs are going away in the next twelve to twenty-four months. He cited Verizon's 13,000 cuts, Amazon's 16,000, Accenture's waves of reductions. He said he'd spoken to a senior Fortune 500 executive sitting on thousands of layoffs that haven't gone public yet. His debate opponent pushed back with the standard rejoinder: u

Anthropic just got blessed by the Pope. Take a second with that sentence. Because I promise you, nobody writing AI forecasts five years ago had that on their bingo card. This week, Anthropic co-founder Christopher Olah met with the Vatican as part of a formal ethical collaboration between the lab and the Catholic Church. Not a photo op. Not a brief handshake. An actual working partnership around the moral implications of artificial intelligence. The world's most consequential

Full Audio (approx 2 hrs) Introduction A while back I ran a thought experiment. It started with a chip lab in Belgium — Imec, one of the most secretive semiconductor research facilities on earth — and a question that sounds simple until you sit with it: what happens when Moore's Law actually hits the wall? For fifty years, Moore's Law was the metronome of the entire technology industry. Transistors doubled every two years. Processing got faster, cheaper, smaller, on a schedul

Six months ago I called the open source AI explosion a TCP/IP moment. I got some of it right. I got some of it wrong. And what I missed entirely is the part that actually matters.

Plato's cave. An 80-year-old unsolved math problem. Bell Labs. And what happens when something finally turns around and sees the fire. A meditation on the structure of knowledge — and what AI just revealed about the cave we've been sitting in.

I'm writing this to be read a year from now. Six predictions, grounded in what's actually happening today. The device. The agents. Physical AI. Quantum. Governance. And the one nobody sees coming. Hold me to it.

A year ago I called it a techquake. ARIA said the tipping point was 2027. It's May 2026. Let's run the tape.

Google I/O 2026 wasn't about models. It was about owning the infrastructure layer beneath every AI agent on earth — and the distribution moat no other company can replicate.

There are two deals this week that every executive, investor, and technologist needs to understand. Not because of the dollar amounts — though the dollar amounts are staggering — but because of what they reveal about where AI actually lives. Hint: it's not in the model. It's in the infrastructure. Deal One. Apple is paying Google approximately $1 billion per year to license a custom 1.2 trillion parameter Gemini model to power the next generation of Siri and Apple Intelligenc

Donald Trump posted a photo of himself standing next to a handcuffed alien on a military base. No caption. No context. No explanation. And that's the thing that got me. Because if you want to dismiss it, you can. It was almost certainly AI-generated. The administration has a flair for the theatrical. Trump does dad humor. We've seen this playbook before — float something wild, let the internet explode, move on. But here's the problem with the easy dismissal: the drumbeat arou

Somewhere around 84% of the world's population has never used an AI tool. Not once. And that is the real story — but I have to be honest with you, it also just sounds crazy to me. Like, genuinely. We have access to something that can think alongside us, that can help us navigate the most complicated moments of our lives, that can make us smarter and faster and more capable at almost anything we put in front of it — and most people have just... not tried it. I don't say that t

Coding was the opening act. Everyone saw it happening in real time — the benchmarks shifted, the startups multiplied, the tools proliferated, and within about 18 months the entire software engineering profession had to reckon with a permanent change to its operating model. The people who paid attention early got leverage. The people who ignored it got disrupted. The same playbook just started running again. Same labs. Same signals. Different industry. The target is finance. H

There's a version of this story where Meta made a mistake. Where some mid-level policy analyst wrote something they shouldn't have, and it slipped through the cracks of a 200-page document, and nobody at the top really knew, and when it came to light, the company fixed it immediately and everyone moved on. That is not this story. This is the story of a document that was reviewed and approved by hundreds of people at Meta — including the company's own chief AI ethicist — befor

I want to show you what 90 days of consistent execution actually looks like. Not a course. Not a strategy deck. Not a pitch. Real numbers from my real businesses — and a clear explanation of exactly how the system behind them works. Where This Started About three years ago I wrote a post called Advanced Prompting: My Growing Staff for the Modern Era. It was an early sketch of what I was building — AI personas functioning as specialized staff across different domains. Jordan t