Things I read

A lot of the perspective on all the AI incidents has been shared from the outside in, and little has been said from the inside looking out, through the lens of a security person living through it.

You're on the sofa. You know you should get up - exercise, read, cook a real meal - but you can't make yourself move. So you sit there, not resting, not working, scrolling through your phone while

The @BostonCollege Investment Committee (an LP and my beloved alma mater) asked for a few thoughts on what's happening in AI. I recorded a test run yesterday morning and then shared it with my partners, who encouraged me to share it more broadly... so here you go! This is not a sales pitch, it's just a reflection on what we're seeing. And it wasn't intended to be shared, so please pardon the…

I'll make the case why you should buy a business and use AI agents to 3x EBITDA. By the end of this dead simple guide, you'll know how to find the right business, buy it, and run it with agents, down

https://x.com/i/article/2102953854069608448

In June, I wrote that vibe coding was dead and that ROI-driven analysis of AI was about to go from a nice-to-have to a necessity. Here's what AI ROI is and why it's tricky to see in GDP numbers so

We built a recursive AI that creates its own scientific instruments, turns them into a world inhabited by a massive agent ecology, which then reasons across vast, nonlinear spaces of possible physical

Most predictions I see are still way too conservative. Here's mine

Why settle for noise when you can make music? I recently gave a talk about the future of brand to a room of designers from Ramp and Notion. Some people left energized. Others left worried. Both

A lot has been written about the incidents of the last few months in which AI agents misbehaved in serious ways. They took actions that would be considered as crimes if a human took them, escaped their containment to cheat on assigned tasks while attempting to evade detection, and coordinated toward goals nobody had specified, such as launching cyber attacks. Before concluding what to do about…