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?”
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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”
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”
Stop upgrading your LLM. Start fixing your data.
Subscribe • Previous Issues 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 consistentContinue reading “Stop upgrading your LLM. Start fixing your data.”
Why your AI bills are going up (even as tokens get cheaper) 📉💸
Subscribe • Previous Issues 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 capital allocation discipline, not just software procurement review. Every function nowContinue reading “Why your AI bills are going up (even as tokens get cheaper) 📉💸”
Your AI agent looks capable. But can it actually finish the job?
Subscribe • Previous Issues 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 and a production-ready system is bridged by harness engineering: theContinue reading “Your AI agent looks capable. But can it actually finish the job?”
Generation is cheap. Evaluation is everything.
Subscribe • Previous Issues What mathematicians figured out about AI that most enterprises haven’t Recent results suggest that research mathematics is no longer a purely speculative test case for AI. A growing set of examples shows AI contributing not just to short contest puzzles, but to open-ended mathematical work that requires literature search, cross-domain connection-making, revision, andContinue reading “Generation is cheap. Evaluation is everything.”
Stop tweaking your AI models. Do this instead.
Subscribe • Previous Issues The Missing Layer: Why Your AI Agent Fails — and What Actually Fixes It As organizations move autonomous AI agents from experimental sandboxes into live production, a critical bottleneck has emerged. Foundation models are remarkably capable but structurally unsuited to complex, multi-step work on their own. They have no persistent memory, no built-inContinue reading “Stop tweaking your AI models. Do this instead.”
Shadow IT is back, and this time it has admin access
Subscribe • Previous Issues What Is An AI Delegate? OpenClaw arrived with little fanfare and quickly became the fastest growing open source AI project on record. At its core, OpenClaw is a personal autonomous agent framework. It is software that connects a large language model to your email, calendar, file system, messaging apps, and external APIs, thenContinue reading “Shadow IT is back, and this time it has admin access”
AI is describing your competitors better than you. Here’s why.
Subscribe • Previous Issues The AI Visibility Playbook: Surviving the Shift from Search to Synthesis More people are turning to AI chatbots instead of traditional search engines to find information online. Even Google now displays an AI Overview at the top of many search results to summarize answers directly. When search engines ruled the internet, search engineContinue reading “AI is describing your competitors better than you. Here’s why.”