February 20, 2026
The Essay Still Waiting to Be Written
Packy McCormick's AI strategy framework is the best I've read this year. It's also written entirely for founders and investors. The rest of us are still waiting.
4 min readAI StrategyAI Hype
AI Commentary & Weekly Updates
A dedicated publishing area for weekly AI signal: commentary, public opinions, and practical analysis for professionals making decisions.
February 20, 2026
The Fund You Can't Invest In Proves You Should Let Robots Invest for You
Chamath uses Medallion Fund's returns to argue for autonomous AI investing. The example is unimpeachable. The leap from it to your portfolio isn't.
5 min readAI StrategyAI Hype
February 20, 2026
The Safety Net Has the Wrong-Shaped Holes
Annie Lowrey's Atlantic piece on AI and white-collar jobs nails the structural-vs-cyclical distinction. The forecast is shakier than the diagnosis.
4 min readAI and JobsAI Policy
February 20, 2026
Thirty-Three Dollars of Freelancer for Every Dollar of ChatGPT
A study using real spending data finds a 33:1 cost ratio when firms swap freelancers for AI. The number is real. What it generalises to is another matter.
4 min readAI and JobsAI Research
February 18, 2026
Pipes All the Way Down
Greg Isenberg declares the Skill Era of the Internet. The frame is good. The analogy to Stripe-style infrastructure is where it falls apart.
4 min readAI AgentsAI Strategy
February 18, 2026
The Heuristic Is Good. The Rest Is Staging.
Claire Vo's same-day heuristic for organisational speed is useful. The FOMO framing and fire-everyone prescription around it is not.
3 min readAI HypeAI Strategy
February 18, 2026
The Honest Broker Problem
A viral post calls out fake AI agent content — while running the same playbook. On the credibility game that every hype cycle produces.
4 min readAI HypeAI Agents
February 18, 2026
The Swarm Is a Server in a Trench Coat
OpenForage's AI swarm design document describes an interesting ensemble theory — wrapped around a centralised hedge fund with an API.
5 min readAI AgentsCrypto
February 18, 2026
The Window Is Closing (Please Like and Repost)
A crypto trader's viral AI class-war thread cites real data, then builds a sales funnel on top of it. On the gap between evidence and conclusion.
3 min readAI HypeAI Workforce
February 17, 2026
Anthropic Releases Claude Sonnet 4.6: Opus-Level Intelligence at Sonnet Prices
The real story in Anthropic's Sonnet 4.6 launch isn't the model — it's what happens when frontier capability migrates down the price curve.
5 min readAnthropicClaude
February 17, 2026
LLMs Turn All of This Into a Markdown File
Nicolas Bustamante's framework for vertical software disruption is useful — but the founder building the disruptor has skin in the game, and the last 20% of capability is where the liability lives.
4 min readVertical SoftwareLLMs
February 17, 2026
Nobody Walks to Canterbury
Will Manidis writes beautifully about parishes, pilgrimages, and the digital economy — but the essay's conclusion about scarcity and meaning flatters a very specific tax bracket.
3 min readDigital EconomyAI Culture
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