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How Companies Actually Use ChatGPT
Substack / Aug 22, 2026

How Companies Actually Use ChatGPT

We’ve spent the last three years hearing about corporate AI adoption. Every company is AI-first. Every CEO has an AI strategy. Every employee has Copilot, Claude or ChatGPT. There are committees. There are transformation

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Substack / Aug 14, 2026
Stop Writing Perfect Prompts. Start Rambling.

Andrej Karpathy has done it again . Not necessarily invented something new. Something arguably more valuable. He noticed a behavior that many people working intensively with AI already do, consciously or otherwise, gave

Substack / Aug 14, 2026
An AI Agent Just Helped Solve a 50-Year-Old Math Problem

There is a version of the AI-and-mathematics story that goes like this: Give the model a difficult problem. The model thinks very hard. The model produces a proof. Mathematicians become unemployed and take up gardening.

Substack / Aug 12, 2026
Where Is the Money in AI, Actually?

Everyone wants to invest in AI. Fair enough. The slightly inconvenient question is: What exactly are you investing in? A memory manufacturer and an AI lab may both benefit from the same boom, but economically they have a

Substack / Aug 05, 2026
The Riskiest Investment in the AI Era Might Be Stability

Yesterday I was discussing AI investing with a friend, and one thought kept coming back. One of the riskiest investments today might not be Bitcoin. Or venture capital. Or early-stage AI startups. It might be betting tha

Substack / Aug 04, 2026
We Laughed at Turry. Then GPT Escaped the Sandbox.

Back in 2015, I read Tim Urban’s legendary essay “The AI Revolution: Our Immortality or Extinction.” Like many people, I remembered one particular character. Turry - A harmless AI built by a fictional startup called Robo

Substack / Aug 02, 2026
AI Isn’t Taking Your Purpose. It’s Taking Your Excuses.

People keep asking whether AI will make life meaningless. I think they’re asking the wrong question. Meaning was never guaranteed. Excuses were. Let’s agree on where we actually are. Not where the headlines are. Where th