8 posts
Travis Kalanick just raised $1.7B for a company called Atoms. His framework for atoms-based computation reveals why software moats are eroding and physical-world companies are becoming the most defensible businesses of the next decade.
Boris Cherny published a framework for AI adoption that maps the journey from gated access to thousands of autonomous agents. Most engineering teams think they are further along than they are. Here is how to tell where you actually stand.
Google, Microsoft, Salesforce, and nine other companies launched the Agentic Resource Discovery protocol to counter Anthropic's MCP dominance. There is one problem. ARD does not replace MCP. It sits on top of it. The coalition built a discovery layer for the very protocol they are trying to compete with.
I reviewed every US state since April: Connecticut passed comprehensive AI law, Colorado replaced its act, Minnesota banned nudification. Full report now.
80% of AI projects fail. Of $684B spent in 2025, $547B produced nothing. API costs fell 12x, open source hit 67%. An honest build-vs-buy framework.
A company-by-company teardown of every major AI-driven layoff in 2026: the numbers, the ones that backfired, and what the C-suite won't say out loud.
Nearly all enterprises can't see their AI identities; 97% of non-human identities are over-privileged. The next breach starts with an unknown agent.
Going headless doesn't fix a broken body. Salesforce's biggest shift in 27 years, yet veterans build off-platform and Agentforce sits at 5.3% adoption.