Frameworks and honest lessons from enterprise AI.
A new paper shows 84.6% token savings through knowledge compounding. The insight: tokens should be capital investments, not consumables.
A new paper shows agents improving themselves without model updates. But the bigger insight is the full optimization surface most enterprises aren't using.
A new paper tested when to collapse multi-agent systems into a single agent. The answer is counterintuitive: it's not about the task. It's about the metric.
When your Copilot agent sends an email, it does it under your identity. Your credentials. Your permissions. Microsoft's Agent 365 won't fix this until December 2026.
Jensen Huang told Lex Fridman he thinks we've achieved AGI. The same week, ARC-AGI-3 launched. Humans score 100%. Best frontier AI scored 0.26%. Both are right.
The AVO paper gave a coding agent access to CUDA docs and Blackwell B200 specs. It produced 40 kernel versions in 7 days — outperforming cuDNN by 3.5% and FlashAttention-4 by 10.5%.
Andrej Karpathy hasn't typed a line of code since December. He spends his days expressing his will to agents. The bottleneck just changed.
If the agent runtime is Linux, then the runtime is a commodity. Every enterprise will run the same one. The value migrates up — to the intelligence layer.
Their new 'proprietary' model was Kimi K2.5, an open-weight model from Moonshot AI, fine-tuned with RL. A developer found it in 24 hours. The internet called it a scandal.
Midjourney runs on models they own. Their inference costs drop every quarter. Your enterprise runs on Claude and GPT. Your costs go up with usage. Your moat is zero.
Donald Knuth, the most respected computer scientist alive, was stunned when Claude solved an open problem he'd been working on for weeks. The implications go beyond math.
Andy Grove wrote the most important sentence in management. In 2026, that equation quietly changed. Your organization now includes AI agents.
We just gave an AI agent unrestricted CLI access to our staging environment. The security team found out from a Slack alert — not a governance review.
You have deployed AI. It works. But it does not compound. That is not Stage 3. That is Stage 2 — and most enterprises are stuck there.
The technology we built to replace offshore labor is about to cost more than offshore labor. A Gartner prediction that should worry every enterprise AI buyer.
In 2024, we built drag-and-drop agent builders. In 2026, developers just describe what they want. The config UI era lasted 18 months.
One lesson about leadership has stayed with me throughout my career. Leadership is not about doing one thing. It is about making one team.
Everything they have done in 2026: $20B revenue run rate, number one on iOS, the Pentagon. A breakdown of how Anthropic is winning — and the risks ahead.
I publish on LinkedIn and update this site as I build.