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2020-2026

so Google just paid $10 million for an airline’s Teams messages

Subscribe • Previous Issues When Work History Becomes an AI Asset Google recently agreed to pay $10 million for the internal business data of Spirit Airlines. The airline is bankrupt, but its emails, Teams messages, software, spreadsheets, and operating records apparently still have value. Google plans to use the material for product development and AI. Spirit’s flight attendants objected to the sale…

Your AI model is a rental (but the loop is an asset)

Subscribe • Previous Issues Self-Improvement Without the Science Fiction A few weeks ago I wrote about AI systems that keep learning after deployment instead of treating every interaction as a fresh start. That prompted a few readers to ask about recursive self-improvement (RSI). The connection is real, but I think it helps to separate three ideas. Continual learning asks whether experience makes…

if everyone rents the same intelligence, what’s left?

Subscribe • Previous Issues Your Model Is Not Your Moat In a recent article, I wrote about companies turning their own data, workflows, and production feedback into specialized intelligence they increasingly control. The deeper idea was compounding. What matters is not simply whether a model performs well today, but whether using it creates assets that make the system better tomorrow. More AI…

I keep hearing the same advice about agents

Subscribe • Previous Issues Nine Practical Rules for Agents Doing Real Work In recent conversations with crews building agents, I keep hearing the same lessons. Teams with very different products are arriving independently at almost the same architectural choices. That convergence feels important. In recent posts, I argued that passing your evals does not mean an AI system is safe, and that…

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