Back in February, I wrote about what I called the “Data Center Rebellion,” the growing local resistance to the physical infrastructure behind AI. Since then, I have been asking tech people around the Bay Area how closely they are following the backlash. The answer is usually: they know it exists, but not much more thanContinue reading “The Gap Between the Press Release and the Power Grid”
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12 GW announced. 5 GW under construction. What happens next?
Subscribe • Previous Issues The Gap Between the Press Release and the Power Grid Back in February, I wrote about what I called the “Data Center Rebellion,” the growing local resistance to the physical infrastructure behind AI. Since then, I have been asking tech people around the Bay Area how closely they are following the backlash. TheContinue reading “12 GW announced. 5 GW under construction. What happens next?”
Your Enterprise Data Deserves Better Than a Chatbot
Large language models and their multimodal variants remain the foundation models most people encounter first. That makes sense. Text, images, audio, and video cover a huge range of knowledge-work tasks, and today’s chatbots are far more capable than the text-only systems many people first tried. But enterprise AI does not run on chat alone. ItContinue reading “Your Enterprise Data Deserves Better Than a Chatbot”
The smartest AI teams are moving past chatbots
Subscribe • Previous Issues Your Enterprise Data Deserves Better Than a Chatbot Large language models and their multimodal variants remain the foundation models most people encounter first. That makes sense. Text, images, audio, and video cover a huge range of knowledge-work tasks, and today’s chatbots are far more capable than the text-only systems many people first tried.Continue reading “The smartest AI teams are moving past chatbots”
Beyond the Demo: What Real AI Agents Actually Do at Work
I am always on the lookout for new AI agents and applications that operate outside the coding world. By agent, I mean a system that can take a goal, use tools, keep context, and work through several steps rather than simply answer a prompt. Looking through my notes from the recent AI Agent Conference, IContinue reading “Beyond the Demo: What Real AI Agents Actually Do at Work”
What Upwork, DoorDash, Meta, EY, and Fundrise reveal about agents
Subscribe • Previous Issues Beyond the Demo: What Real AI Agents Actually Do at Work I am always on the lookout for new AI agents and applications that operate outside the coding world. By agent, I mean a system that can take a goal, use tools, keep context, and work through several steps rather than simply answerContinue reading “What Upwork, DoorDash, Meta, EY, and Fundrise reveal about agents”
The Vatican’s AI Principles: What You Need to Know
The Vatican’s recent encyclical, Magnifica Humanitas, introduces a moral framework that challenges how technology leaders evaluate artificial intelligence. It treats AI as a test of human priorities. Its central question is not whether AI can make institutions faster, cheaper, or more scalable. The question is whether it helps people live with more dignity, freedom, responsibility,Continue reading “The Vatican’s AI Principles: What You Need to Know”
An AI Math Breakthrough and the New Division of Labor
In a piece I wrote a few months ago, I argued that research mathematics had become an unexpectedly useful test case for AI, precisely because mathematical claims are either right or wrong, which makes AI outputs verifiable in a way that many business applications are not. That argument just got a very concrete test case.Continue reading “An AI Math Breakthrough and the New Division of Labor”
Integration Is the New Moat: Moving Beyond the LLM
The AI Agent Conference in New York was one of the better events I’ve attended to get a read on what’s actually happening with enterprise AI. The formal sessions were great, but the hallway conversations was where I got the inside scoop. The consistent message: deploying AI agents is much harder than most organizations expect,Continue reading “Integration Is the New Moat: Moving Beyond the LLM”
Google I/O 2026: The Agent Layer Takes Shape
The announcements at Google I/O 2026 landed today. I’ve gone through everything and pulled out what I think actually matters for people building products, running technical teams, or making bets on where AI is heading. The short version: Google used this I/O to stake a claim on the agentic layer, and the ambition is widerContinue reading “Google I/O 2026: The Agent Layer Takes Shape”