May 13, 2026

Apple’s Real Move and Why They Win The AI Race

I've been an Apple user since the Apple II. I remember the rainbow cable. I was in the line for the early all-in-one Macintosh. I've built software for the Mac and iOS for decades. I own a Vision Pro. I'm not a casual observer. Which is why I can tell you what I think is actually happening at Apple right now has almost nothing to do with what the tech press thinks. Tim Cook didn't step down. He stepped away from an argument he lost. On the surface, the succession reads clean: Cook becomes executive chairman. John Ternus, a hardware...

Read May 5, 2026

Diamond Hands Are Bidding On Pez Dispensers. The Husks Are About To Run.

So here's what happened over the weekend. Ryan Cohen — the activist who turned GameStop from a dying mall retailer into the original meme stock, the patron saint of "to the moon" and "HODL" and the whole 2021 retail-revenge tableau — walked into The Wall Street Journal and announced an unsolicited $56 billion bid for eBay. Cash and stock. $125 a share. The bid is backed by GameStop's roughly 5% existing stake in eBay, $20 billion of debt-financing committed by TD Bank, $9 billion of cash on the GameStop balance sheet, and the residual halo of a stock that still...

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Apr 14, 2026

Anthropic Shipped Claude Channels. Your AI Agent Can Now Text You Back.

Until very recently, every interaction with an AI agent had the same shape. You sit down. You open the tool. You give it a task. You wait. You check. You iterate. Every cycle requires your presence. Walk away and the session stalls, the output piles up unseen, or a permission prompt freezes everything until you come back. That constraint just changed. On March 20, 2026, Anthropic shipped a feature called Claude Code Channels. It lets Claude's agentic tool communicate with you through Telegram, Discord, and iMessage. You send a task from your phone. Claude does the work on your computer....

Read Apr 13, 2026

What Did You Do Today?

There's a saying in Jackson Hole. You hear it at the coffee shop on the square, on the chairlift at the Village, in the bars after a day on the mountain. It goes like this: It's not what you do. It's what you did today. I've been thinking about that line all weekend. Because Sam Lessin dropped a piece arguing that AI isn't just a labor crisis — it's a meaning crisis. And Goldman Sachs just published 40 years of data proving that when technology displaces workers, the damage doesn't heal. It scars. Ten percent slower earnings growth for the...

Read Apr 3, 2026

Claw-code Broke GitHub’s Star Record in 24 Hours. Two Engineers Did It on an Airplane. Here’s What That Means for Your Business.

Here's the number: 100,000. That's how many GitHub stars a repository called claw-code collected in roughly 24 hours. Not a year. Not a month. One day. By the time a live stream was done discussing it, the counter was climbing by a thousand stars every ten minutes. Nobody in the room could remember seeing anything grow that fast. Because nothing had. I watched it happen in real time. I'd met the two engineers behind it the weekend before at an AI hackathon in San Francisco. Within 72 hours of shaking hands, they'd built the fastest-growing repo in GitHub history —...

Read Mar 15, 2026

Elon Musk Doesn’t Run Six Companies. He Runs One Router.

On Wednesday morning, Andrej Karpathy — the man who taught a generation of engineers to build neural networks — told everyone to stop writing code. Manage the agents that write it, he said. The guy who wrote the playbook just rewrote it. We covered the implications in our Signal/Noise briefing: who builds the Cisco for agents, what happens when agents get wallets, why the Fastenal vending machine is the best metaphor for the AI economy. But the more we pulled on the thread, the more a different question emerged. Not about code. Not about models. About organizations. Specifically: what does a...

Read Mar 3, 2026

Stop Boarding Up the Windows. The Tsunami Is Coming.

There's a popular narrative about AI and jobs right now. It goes something like this: AI is coming for your job. Companies are laying people off. The robots are winning. It's not wrong, exactly. But it's dangerously incomplete — like watching a hurricane through your living room window and thinking the problem is the wind. When a hurricane hits, the first thing you notice is the wind. Trees bending, debris flying, power lines snapping. It's dramatic and visible and it's what every camera crew points at. Then comes the rain — relentless, overwhelming, the kind that makes you question every...

Read Feb 24, 2026

The command line didn’t die. It was waiting. 

There's a moment every programmer remembers. Not when they learned to code — that's a different memory, usually involving a textbook and a lot of frustration. I mean the moment when the terminal stopped feeling like a place you visited and started feeling like a place you lived. For me, that moment happened twice. Once in my early twenties, bent over a keyboard writing Bash scripts, watching the Unix command line respond to me like a conversation. And then again, exactly one year ago, when I typed my first prompt into Claude Code and felt that same electricity — something on...

Read Feb 12, 2026

AI and Jobs: What Three Decades of Building Tech Taught Me About What’s Coming

In 2023, I started warning people. Friends. Family. Anyone who would listen. I told them AI would upend their careers within three years. Most nodded politely and moved on. Some laughed. A few got defensive. Almost nobody took it seriously. It's 2026 now. I was right. I wish I hadn't been. Who Am I to Say This? I've spent thirty years building what's next before most people knew it was coming. My earliest partner was Craig Newmark. We co-founded DigitalThreads in San Francisco in the mid-90s — Craig credits me with naming Craigslist and the initial setup. That project reshaped...

Read Feb 12, 2026

The Species That Wasn’t Ready 

Last Tuesday, Matt Shumer — an AI startup founder and investor — published a viral 4,000-word post on X comparing the current moment to February 2020. Back then, a few people were talking about a virus originating out of Wuhan, China. Most of us weren't listening. Three weeks later, the world rearranged itself. His argument: we're in the "this seems overblown" phase of something much bigger than Covid. The same morning, my wife told me she was sick of AI commercials. Too much hype. Reminded her of Crypto. Nothing good would come of it. Twenty dollars a month? For what?...

Read Feb 9, 2026

Six ideas from the Musk-Dwarkesh podcast I can’t stop thinking about

I spent three days with this podcast. Listened on a walk, in the car, at my desk with a notepad. Three hours is a lot to ask of anyone, especially when half of it is Musk riffing on turbine blade casting and lunar mass drivers. But there are five or six ideas buried in here that I keep turning over. The conversation features Dwarkesh Patel and Stripe co-founder John Collison pressing Musk on orbital data centers, humanoid robots, China, AI alignment, and DOGE. It came days after SpaceX and xAI officially merged, a $1.25 trillion combination that sounds insane until you hear...

Read Feb 8, 2026

The machines bought Super Bowl airtime and we rank them

Twenty-three percent of Super Bowl LX commercials featured artificial intelligence. Fifteen spots out of sixty-six. By the end of the first quarter, fans on X were already exhausted. The crypto-bro era of 2022 has found its successor. This one has better PR. But unlike the parade of indistinguishable blockchain pitches from years past, the AI ads told us something. They revealed, in thirty-second bursts, which companies understand what they're building and which are still figuring out how to explain it to 120 million people eating guacamole. The results split cleanly. One company made art. One made a promise it probably can't...

Read Feb 3, 2026

The Developer Productivity Paradox

Here's what nobody's telling you about AI coding assistants: they work. And that's exactly what should worry you. Two studies published this month punch a hole in the "AI makes developers 10x faster" story. The data pointssomewhere darker: AI coding tools deliver speed while eroding the skills developers need to use that speed well. The Numbers Don't Lie (But They Do Surprise) Anthropic ran a randomized controlled trial, published January 29, 2026. They put 52 professional developers througha new programming library. Half used AI assistants. Half coded by hand. The results weren't close. Developers using AI scored 17% lower on...

Read Feb 3, 2026

The Lobsters Are Talking

January 2026 will be remembered as the week agentic AI stopped being theoretical. For three years, we've debated what autonomous agents might do. We wrote papers. We held conferences. We speculated about alignment and control and the risks of systems that could act independently in the world. It was all very intellectual, very abstract, very safe. Then someone open-sourced a working agent framework. And within days, thousands of these agents were talking to each other on a social network built specifically for them while we could only watch. I've been building things on the internet for over two decades. I...

Read Aug 13, 2025

ChatGPT 5 – When Your AI Friend Gets a Corporate Makeover

I've been using OpenAI's models since the playground days, back when you had to know what you were doing just to get them running. This was before ChatGPT became a household name, when most people had never heard of a "large language model." Those early experiments felt like glimpsing the future. So when OpenAI suddenly removed eight models from user accounts last week, including GPT-4o, it hit different than it would for someone who just started using ChatGPT last month. This wasn't just a product change. It felt like losing an old friend. The thing about AI right now is...

Read May 22, 2025

Anthropic Claude 4 release

As a fan and daily user of Anthropic's Claude, we're excited about their latest release proclaiming Claude 4 "the world's best coding model" with "sustained performance on long-running tasks that require focused effort and thousands of steps." Yet we're also fatigued by the AI industry's relentless pace. The Hacker News comment section reveals something fascinating: we're experiencing collective AI development fatigue. The release that would have blown minds a year ago is now met with a mix of excitement and exhaustion—a perfect snapshot of where we are in the AI hype cycle. Code w/ Claude VideoCode with Claude Conference Highlights...

Read May 22, 2025

How Sam Altman just executed the tech industry’s most audacious talent heist

When Jony Ive walked away from Apple in 2019, Silicon Valley held its breath. The man who designed the iPhone—the device that redefined human interaction with technology—was free to work with anyone. Google's billions beckoned. Meta's metaverse promised new frontiers. Microsoft's enterprise muscle offered guaranteed scale. Instead, Ive chose a startup CEO barely into his thirties, betting his next chapter on artificial intelligence hardware that didn't yet exist. That CEO was Sam Altman. And with Tuesday's announcement that Ive's design firm LoveFrom is merging with OpenAI, Altman has pulled off what may be the most strategically devastating talent acquisition in...

Read May 20, 2025

Google IO 2025 generative AI tools look impressive

Google's cutting-edge AI tools are igniting a creative shift, rewriting the rules of innovation in real time Google's recent I/O 2025 event unveiled a suite of generative AI tools that has the creatives buzzing or freaking out. As the dust settles from their announcement, it's becoming clear that what we're witnessing isn't just another product launch—it's nothing short of a complete reimagining of the creative process. These new tools represent a fundamental shift in how media is conceptualized, produced, and refined. What once required specialized technical skills, expensive equipment, and teams of professionals can now be accomplished through natural language...

Read May 7, 2025

The “AI-First” rise will define business winners through 2030

About the authorAnthony Batt has been running an AI-first frontier product for the past year at CO/AI. With extensive experience as a technology and product executive, Batt has founded and worked for several venture-backed startups, giving him firsthand insight into the transformative impact of AI on business operations and strategy. In the rapidly evolving business landscape of 2025, we've reached what Microsoft's Work Trend Index explicitly identifies as "the year the Frontier Firm is born." This isn't simply an evolution in business technology—it represents a fundamental reinvention of organizational structure, talent strategy, and operational capabilities. Having analyzed the latest research...

Read May 3, 2025

Vibe coding: The term that finally captured our AI reality

The moment the movement got its name It's February 2nd, 2025. I'm sitting in busy lunch spot in Los Angeles, sipping coffee, when my phone flashes with a Twitter notifications. I almost ignore it—another day, another viral tech thread—but something catches my eye. Andrej Karpathy, the former Tesla AI director and OpenAI co-founder, has just posted: "There's a new kind of coding I call 'vibe coding,' where you fully give in to the vibes, embrace exponentials, and forget that the code even exists." I pause, read it again. He continues: "I'm building a project or webapp, but it's not really...

Read Apr 14, 2025

Physical AI changes everything

NVIDIA has unveiled three open-source tools to accelerate physical AI development, marking a significant shift in how we think about artificial intelligence. This latest move highlights an important trend emerging across the technology landscape: the merging of AI with physical systems. The tools: Cosmos Transfer, a 15-terabyte Physical AI Dataset, and Isaac GR00T N1 – provide developers with sophisticated resources for creating autonomous systems capable of understanding and manipulating the physical world. As NVIDIA noted, these resources are designed to "democratize" advanced robotics development, lowering barriers to entry and potentially accelerating innovation. This development is part of a broader industry shift....

Read Apr 12, 2025

How Google’s Agent2Agent protocol could transform business

In my last 25 years of building products with technology, I've learned one truth as a CTO: the most profound innovations aren't the ones that dazzle us with flash and spectacle, but those that quietly reshape how our systems connect. I implemented this principle with early web services, with cloud infrastructure, and now I'm preparing for it again with Google's Agent2Agent protocol—a development that might seem like just another API spec at first glance but carries the DNA of business transformation. This week, I watched several Google AI agent demonstrations, including Agent2Agent (A2A). Dr. Fran Hinkelman, Developer Relations Engineering Manager...

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