Systems Thinking

Feedback Loops Are Eating Your Margin

Most operators think about margin as an output. Revenue minus cost equals profit. Margin erosion almost never shows up as a single line item you can point to and fix. It shows up as a pattern, a reinforcing cycle where one problem feeds another.

AI & Tech

Anthropic "Accidentally" Released a New Model. Sure They Did.

Anthropic released a new Claude model this week that wasn't supposed to be public. They called it an accident. The model appeared briefly, got pulled, and the story spread everywhere.

AI & Tech

A Federal Judge Just Told the Pentagon Its Anthropic Ban Looks Like Punishment

A federal judge in San Francisco said today what the entire AI industry has been thinking for two weeks. The Pentagon's decision to blacklist Anthropic looks like an attempt to cripple the company.

Zuckerberg Is Building His Own AI Agent and It Changes What "Agent" Means

Mark Zuckerberg is personally building an AI agent to help him run Meta. Not a prototype. Not a demo. A working tool. What his approach reveals about where every builder should start.

AI & Tech

Musk Bets $20 Billion That Owning the Chip Factory Wins the AI Race

Elon Musk just announced Terafab, a $20 billion-plus semiconductor fabrication facility in Austin that will manufacture custom chips for Tesla, SpaceX, and xAI under one roof.

AI & Tech

The White House Just Told 50 States to Stand Down on AI Regulation

The Lead The Trump administration released its National Policy Framework for Artificial Intelligence today, and the headline provision is a direct call for Congress to preempt state-level AI...

Development

I Made Two AIs Argue About Whether a Trading Bot Could Make Me Money

I work with AI all day, every day and people always ask for examples of how I deploy AI for different purposes. Here is a real life look at the most recent example.

AI & Tech

a16z's Top 100 AI Apps Report Shows Us Why AI Is Disappearing Into Your Existing Tools and What That Means for Builders

AI Just Disappeared Into the Toolbox and a16z's New Data Proves It Andreessen Horowitz just published its sixth Top 100 Gen AI Consumer Apps report, and the most important line isn't about who's...

AI & Tech

AI Bubble or AI Buildout? Bill Gurley's Reset Warning, Bloomberg's Bubble Report, and What GTC 2026 Tells Builders

The Lead Two days into GTC, the most interesting story in AI isn't about a chip. It's about two narratives running at full speed in opposite directions.

AI & Tech

NVIDIA GTC 2026: The Groq 3 LPU, Vera Rubin, and Why the Inference Economy Changes Everything for AI Builders

The Lead Jensen Huang took the stage at GTC yesterday and did what he does best: made the future feel inevitable. But the headline number wasn't a benchmark score or a chip spec. It was $1 trillion.

AI & Tech

Daily AI: Jensen Huang Has 39,000 People in San Jose. The Rest of Us Should Be Paying Attention Too.

The Lead NVIDIA's GTC 2026 opens today in San Jose with Jensen Huang's keynote at 11 a.m.

AI & Tech

Your AI Pipeline Doesn't Need More Power, It Needs a Vocabulary

Something broke on Tuesday. Not a crash, worse. Scorpio, the AI orchestrator I've been building, started replanning work that had already shipped.