My friend Will Manidis with another incredible piece. “The middle is still where the complications live, where the position is ambiguous and the thing no one modeled happens and you have to play the board as it is.”

I write about my experience going deep on Clawdbot: what I've built, how I think about risk, and why I can't go back.

Raykar puts forward an analytical perspective on how constraining AI agents, “pausing and verifying”, and breaking down units of work is (for now) still a human responsibility.

In this piece, originally authored with my then-co-founders Rune and Rajiv, we explore the “incentive flywheel” — the vision we developed for AI alignment and incentives.

Iltchev (Category Ventures) does the best (somewhat) technical analysis of the “new acquisition”.

Eoghan McCabe (Intercom CEO) launches the Fin Million Dollar Guarantee.

The short-form essay of Ezra Klein and Derek Thompson's new book “Abundance”.

A fascinating and loving dive into Gorton, a typeface ubiquitous and little understood.

A clear summary from Bret Taylor's Sierra on the strengths of outcome-based pricing within AI. See also Intercom's Fin.

Via Matt Levine. A challenge to trick an AI worked with a win for the humans. The English language, as it turns out, is a confusing one.

Max Levchin (Affirm)'s bullet points on high-performance culture.

An argument for the application layer.

“Imagine you want to start a business in AI. What layer of the stack do you target? Do you want to compete on infra? Good luck beating NVIDIA and the hyperscalers. Do you want to compete on the model? Good luck beating OpenAI and Mark Zuckerberg. Do you want to compete on apps? Good luck beating corporate IT and global systems integrators. Oh. Wait. That actually sounds pretty doable!”