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

This is not a data breach story. I want to be clear about that upfront, because the way this is being covered — GitHub investigating unauthorized access, no evidence of customer impact, monitoring for follow-on activity — makes it sound like a routine security incident. A blip. Something the comms team handles while the engineers clean it up. That is not what happened here. What happened here is a case study in the future of cyberwar. And the future looks like a poisoned VS C

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

Isaac Newton spent 20 years of his life chasing a myth. The myth was called the philosopher's stone. The idea: find this thing, use it to transmute lead — the most common of metals — into gold. Achieve that, and you'd unlock material abundance for the entire human race. Eliminate drudgery. End scarcity. Everyone's rich forever. He never found it. Gold is still rare. Lead is still lead. But here's what I keep thinking about: we found something better. The New Alchemy Chips are

Three days ago, AT&T, T-Mobile, and Verizon announced something that doesn't happen often: they agreed to work together. The joint venture — still subject to final paperwork — is designed to end wireless dead zones in the United States. The mechanism is direct-to-device satellite connectivity, pooling spectrum resources across all three carriers into a unified platform that satellite providers can plug into. The stated goal is to nearly eliminate coverage gaps in areas curren

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

I've been at this for a while now. Long enough to have watched two very different groups of people encounter AI tools — one group that lights up and gets genuinely better at what they do, and another group that pokes at it for a week, concludes it's overhyped, and moves on. The difference has almost nothing to do with which tool they're using. It has almost nothing to do with their technical background. It has everything to do with a handful of mental models that nobody bothe

President Trump landed in Beijing today for the first visit by a sitting US president to China in nearly a decade. Walking down the steps of Air Force One beside him: Elon Musk. Jensen Huang. Tim Cook. Larry Fink. And twelve more CEOs representing the full weight of American industry — semiconductors, finance, defense, agriculture, energy, and consumer tech — all in one place, at one moment, for one conversation. A brass band played on the tarmac. Flag wavers lined the runway

Let me tell you about a company you've probably never heard of — and why that's not an accident. Palantir was founded in 2003. Two of its earliest backers were Peter Thiel and In-Q-Tel — which is the CIA's venture capital arm. Not a firm that does work adjacent to the intelligence community. The actual CIA's actual investment fund. So from day one, the CIA was writing checks to build this thing. And for its first three years, the CIA was Palantir's only customer. That tells y

I'm going to be honest — I wasn't planning to talk about VaporVault this week. But then the 16 billion credential story dropped, and a few people reached out asking if I'd seen it. And I kept thinking about this little device sitting on my desk that I built about six months ago, mostly out of frustration, mostly at 3am. And I figured — yeah, this is probably worth bringing back up. Not because VaporVault solves the breach. It doesn't. Nothing does. But it does solve the speci

Let me be direct with you: this one is real, and it's not a drill. In June 2025, cybersecurity researchers at Cybernews uncovered 30 separate databases sitting on unsecured cloud servers — a total of 16 billion exposed login credentials. We're talking usernames, emails, and plaintext passwords, organized by website URL and ready for immediate use. Apple. Google. Facebook. VPNs. Developer portals. Government services. The footprint is so wide that the researchers couldn't name

Not a market crash. Not an earnings miss. Not a Fed announcement. A warning page update from a private AI company — and a tokenized pre-stock market lost 27% in hours, with implied valuations evaporating so fast the math stopped making sense. Welcome to the new pre-IPO secondary market. Where retail investors buy shares that don't exist, in companies that never authorized the sale, through structures that a corporate lawyer could void on a Tuesday afternoon. What Anthropic Ac

The headlines say GPU prices are dropping. That's true, but it's also the least interesting part of what's happening right now. What's actually happening is a market sending distress signals that have nothing to do with consumer generosity — and everything to do with inventory fear, demand collapse, and a quiet technological arms race that most people haven't noticed yet. Pay attention to all three at once, because they're connected. Signal One: The Price Drops Aren't a Sale.

On Sunday, May 10th — Mother's Day, of all days — the Debian project quietly dropped an announcement that should be making headlines across every security operations center, every forensic lab, and every threat intelligence team paying attention. They made it official: Debian is going 100% reproducible. As in, every single package in the main repository. Not aspirationally. Not as a roadmap item. As policy, effective immediately. The exact quote from the release team is worth

We've left the nanometer era. What comes next changes everything about how AI gets built — and who controls it. I've been watching the semiconductor industry from the infrastructure and AI strategy side for a long time. And what TSMC just announced — the A14, A13, and A12 process nodes — sounds like another incremental press release until you understand what the "A" actually stands for. Angstrom. One tenth of a nanometer. We are now building transistors at a scale where indiv

Buying the domain is how you know it's serious. There's an unspoken law of the internet that predates TikTok, predates the iPhone, arguably predates meaningful human civilization: a relationship isn't real until it's Facebook official. You don't post a couple photo until you're ready to commit. And if you're the federal government of the most powerful nation on Earth? You don't register a .gov domain for fun. On March 18, 2026, the White House quietly registered two new feder

The On-Ramp Problem Nobody Is Building For I'm dictating this through an earpiece. Not because it's novel. Not to make a point. It's just become how I work. At some point in the last year, my primary interface shifted away from a monitor, a mouse, and a keyboard toward something closer to a conversation that follows me from device to device. I get responses back in audio. I think out loud. The model listens, processes, and keeps up. It fits inside the life I already have and

Right now, as peace talks hang by a thread over the Strait of Hormuz, the most important military technology story of the decade is playing out in real time — and almost nobody is framing it correctly. This isn't a story about missiles and drones. It's a story about networks. Iran built its entire offensive doctrine around a 2024 playbook. Blind the Patriot radar. Launch the drone curtain. Saturate with cruise missiles. Exploit the cost asymmetry — $50,000 Shaheds against $45