Jun 16, 2026 · 6 min read

Hard Part Was Never Payment

Four payment companies shared a stage on agentic commerce. All four agreed the transaction is trivial. They spent the …

Jun 11, 2026 · 10 min read

Agents Hit Their Gateway Moment

The room used to be an auto shop. You can still see where the lifts bolted into the floor. Workato converted it into a …

May 13, 2026 · 7 min read

Why my LLM needs an Ephemeris

A Meetup, A Map & Question About What Agents Might Instill Stripe Sessions 2026 had just wrapped when a handful of …

May 10, 2026 · 5 min read

Governance Before Gravity

January 2011. Second floor of a SOMA corner building. Dozens of founders, corporate types and a few quiet observers …

Apr 17, 2026 · 22 min read

Two Systems, One Moon

Part 3: What Convergence Looks Like At 252,756 miles from Earth, the farthest any human has ever been, Commander Reid …

Apr 7, 2026 · 6 min read

When the King Builds the Oracle

The astrologer had the royal ear. The jester had the truth. I attended today’s Bloomberg Beta book talk with …

Mar 21, 2026 · 8 min read

Code Is No Longer the Verb

What Jensen Huang & Andre Karpathy revealed this week about work, learning & the operating system few saw coming …

Jan 29, 2026 · 6 min read

Infrastructure of Intention

From Generation to Curation Across Domains Something shifted in the room at the AI Collective & Silicon Valley Video …

Jan 24, 2026 · 13 min read

2026: Year of Buildathon

What 2025 proved & what 2026 will demand from anyone who wants to ship tl;dr For Builders The constraint shifted. …

Sep 26, 2025 · 3 min read

MCP Demo Night at Frontier Tower SF

A curious convergence at frontiertower last night. (The 16-floor innovation hub in heart of San Francisco is dedicated …

Aug 19, 2025 · 6 min read

Buildathon (Zero→Product in a Day)

Link: buildathon.ai Hosts: AI Fund and DeepLearning.AI What: A multi-stage competition to prototype AI products in one …

Aug 8, 2025 · 1 min read

August Brief: Advisory Focus

Signal for August Advisory Services: Context, Memory, Intelligence. The Lab: systems testing informs strategy. Strategic …