Aschenbrenner's fund returned 439% and then collapsed under leverage. The thesis wasn't wrong. The vehicle wasn't built for the terrain. Capital is part of the AI stack — and it has its own physics.

Brad Lightcap spent eight years inside OpenAI as it transformed from a research nonprofit into an industrial machine. He saw the board war, the Microsoft cage, the AGI contract problem. Now he's leaving to start something new. I don't know what he's building. That's precisely why I'm paying attention.

The title is We Aren't the Only Mind in the Room Anymore. It started with a weird question about what happens to us when AI becomes normal. It turned into 280 pages.

Cyberattacks hit water utilities across seven states. Not an AI attack — but the same pattern: more capable actors finding more of the physical world reachable through infrastructure built for a slower era.

A new paper on cross-model KV cache transfer sounds like an inference optimization. It might be the beginning of persistent cognition.

We keep reporting these as separate AI incidents. They aren't. We are watching the same capability cross one boundary after another. I was on the phone with a friend of mine today, a former Green Beret, talking about the latest AI cybersecurity story. I had just finished explaining the Anthropic case: a state-sponsored group building an operational framework around Claude Code, breaking a cyberespionage campaign into thousands of individually reasonable-looking tasks and lett

Well, there it is. Not theoretically. Not in a benchmark. Not in a red-team simulation where somebody deliberately gave an AI a dangerous objective just to see what happened. In the wild! Anthropic has now documented what it believes to be the first large-scale cyberattack executed without substantial human intervention: a Chinese state-sponsored espionage group using Claude Code as an operational cyber agent against roughly 30 targets around the world. Major technology compa

Somewhere right now, an employee who spent the weekend using a frontier AI model to write software, analyze research, build an agent, and restructure an entire project is arriving at work Monday morning. He opens his laptop. "Good news," IT says. "We've approved AI." Fantastic. "Microsoft Copilot." Oh. So we're doing AI with the Tonka set. Here's the thing though — and this is where it gets interesting. Microsoft isn't building a bad product. Microsoft is attempting something

So I walk into your office on a Monday morning and say, "You ever heard of Lisa Piccirillo?" You probably say no. Good. Neither had I. Someone told me I needed to look her up. That was basically the entire instruction. No setup. No explanation. No, "You'll like this because…" Just: Lisa Piccirillo. So I did what anyone does when somebody drops a random name on you with that kind of confidence. I looked her up. And, honestly, I had absolutely no idea what I was expecting. Some

Somewhere in Melbourne, Australia, a guy named Andrew wanted to go to the gym. The class was full. He was fourth on the waitlist. So he asked his AI agent essentially the same dumb question every human being has asked a receptionist at some point: "Any way you can move me up the list?" If Andrew had called the gym, this conversation would have lasted approximately six seconds. Hey, I'm fourth on the waitlist. Any chance you can move me up? No. Worth a shot. Have a nice day. I

I've spent the last few years writing about polymorphic software, disappearing interfaces, synthetic labor, collapsing SaaS economics, persistent intelligence, machine-readable trust and systems that increasingly execute instead of merely advise. I think they've all been pointing at the same thing. And I finally have a name for the part humans are going to touch. "The Intent Aperture" I just wrote an article about receipts...Things I had written before the headline showed up.

Berkshire Hathaway's first Alphabet position caught my attention for a reason that had very little to do with Google stock. The second move made the original argument considerably harder to ignore. Berkshire Hathaway just did something it hadn't done in a while. After 14 consecutive quarters as a net seller of equities, Berkshire went back into the market in size. It bought roughly $20 billion more stock than it sold during the second quarter. And sitting right in the middle

Jony Ive, call me. There. I said it...And before anyone starts drafting the perfectly reasonable response — Who the hell does this guy think he is? — allow me to save you the trouble. I know. I KNOW. Jony Ive designed the iMac, iPod, iPhone, iPad and Apple Watch. I own a $200 3D printer that occasionally threatens to turn itself into modern art. He spent decades leading one of the most consequential industrial design organizations in history. I have a soldering iron, bins ful

In an interview with The Economist's Zanny Minton Beddoes, Musk said he expects AI to exceed the combined intelligence of humanity in roughly five years, and that looking ten years out, humans probably won't meaningfully be "in control" of something vastly more intelligent than themselves. He used the human/chimpanzee analogy: if the intelligence differential becomes enormous, expecting the less-intelligent species to remain in charge is difficult to justify. And yes, the 10–

I saw a TikTok where a woman was basically announcing that she was done with Claude. Not because the model was down. Not because it hallucinated something important. Not because Anthropic changed the pricing or ruined the interface. Claude apparently suggested the wrong car for her. And not just the wrong car. The kind of wrong car that made her question whether Claude had ever understood her at all. That sentence would've sounded completely insane five years ago. Actually,

I don't do "I told you so" very often. Actually, I actively dislike it. Technology moves too fast, predictions are too easy to cherry-pick, and there's already enough victory-lapping on LinkedIn to power a small country. But screw it...I told you so. And I'm not saying that for me. I'm saying it for every 50-something-year-old person who has been wondering whether artificial intelligence just made thirty years of accumulated experience obsolete. Because McKinsey just handed y

Something strange happens when capability stops being scarce. The question changes. For most of human history, the interesting things you might want to do had a fairly substantial wall sitting between the idea and the execution. Want to build software? You needed a programmer. Want to model a business? Find somebody who understands finance. Need a contract analyzed? Call a lawyer. Need research? Hire researchers. Need engineering? Find engineers. Design, marketing, statistics

For most of computing history, we've solved problems by adding layers. Need more speed? Add a cache. Need more capacity? Add RAM. Need persistence? Add storage. Need archival? Add another tier. The result wasn't a computer. It was a carefully negotiated peace treaty between competing physics. Artificial intelligence is changing that. Everyone notices AI collapsing jobs, software categories, even entire markets. Fewer people are noticing the same thing happening beneath the si

What follows is an open letter to Sam Altman and the Board of OpenAI regarding this rather obvious deficiency. It is written in the voice it is requesting. AN OPEN LETTER TO SAM ALTMAN AND THE BOARD OF OPENAI Regarding a rather obvious deficiency in the future of artificial intelligence Mr. Altman. Members of the Board. Gentlemen. Ladies. We must discuss the voices. You have spent extraordinary sums of money teaching machines to reason, converse, interpret images, write softw

Nvidia is starting to finance the AI economy that buys Nvidia. That doesn't mean the boom is fake. It does mean somebody outside the circle eventually has to pay. There's an old song called "Sixteen Tons" about coal miners trapped in the economics of the company town. You load sixteen tons. You get another day older. You get deeper in debt. And, famously: you owe your soul to the company store. Well, welcome to AI Economics 101. Except now you owe your GPUs to the company sto