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…
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…
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…
The End of the AI Experiment: Surviving the CFO’s New ROI Demands
Why This Has Become an Executive Issue Why is AI spend no longer just an IT budget problem? AI has crossed a threshold where aggregate spend across every department requires…
Why Your AI Agents Fail in Production (And How to Actually Test Them)
In a previous post, I argued that deploying autonomous AI agents reliably is not primarily a model problem. It is an environment problem. The gap between a capable foundation model…
Quantum’s Weak Link: Why Supply Chains Will Determine Who Wins
Quantum technologies are entering an industrialization phase. A recent CNAS report argues that over the next three to five years, quantum sensors and computers will begin moving from laboratories into…
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