Anthony Batt
Published pieces
EP 10 – The Walk-Back: Who Actually Wins the AI Era
The fear narrative was marketing. Here's what's actually true about AI adoption — and why practical sequence beats moonshot
Ep 9 – Navigating Corporate Change in Age of AI
The Surprising Role of Experience and Domain Knowledge in AI-Driven Businesses
EP 08 – The SaaSpocalypse?
Your Moat Is Gone and Your Only Defense Is Relationships
Treebeard Is Waking Up To AI
There is a particular kind of person you learn to distrust in business: the one who urges everyone...
Thirteen Days to test Claude Fable 5
Anthropic handed everyone the best model in the world with a fuse attached. Google gave a different one away with no fuse at all. Same week, opposite pricing calls — and a countdown clock on finding out which work is worth the meter.
Claude Fable 5: When Capability Meets Economics
Anthropic released Cloud Fable 5 with a paradox built in: safeguards sophisticated enough to let a mythosclass model...
Run Agentic AI Entirely on Your Mac—No Cloud, No Latency, No Privacy Tradeoffs
Apple’s MLX framework is mature enough now that you can run serious agentic AI workflows locally on Silicon...
Claude 5 Fable Vibe Check: Anthropic Opens the Door to a Mythos-Class Model
On June 9, 2026, Anthropic did something it had spent two months publicly hesitating to do: it put...
Intelligence Demand Is Infinite
Last quarter our AI bill barely moved. Token usage went up and to the right, the kind of...
EP 07 – The Talent Gap: Who Becomes a 100x Engineer When AI Does Everything?
Andrej Karpathy said it: regular engineers became 10x engineers, and 10x engineers became 100x engineers. But Harry raises...
This Time It’s Different
AI valuations are headed for a 50 to 70 percent correction. Scott Galloway called it. Here's why the bubble pops and the technology wins in the same crash.
Q: What’s Up, Doc? A: Succession
THE NUMBER: 86 years — that Bugs Bunny has been a movie star, an Academy Award winner, the...
You’re Not In The Hamburger Business
Anthropic took the enterprise crown today, then raised the meter on the agents using it. Mintlify killed seat-based pricing the same morning. Claude Opus 4.7 scored 90.9% on Harvey's BigLaw Bench while Harvey itself got wrapped inside Claude. This isn't a model war. It's a real estate play.
The Livestream That Made 543,000 People Realize We’re Cooked
I was one of the 543,000 people that watched robots work a warehouse shift on a live stream...
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...
Lucy
At Ascend, one COO grew ARR 38 percent in six months with zero growth hires and a stack of Claude Code slash commands. Microsoft just published the data showing why most companies can't. The Musk–Altman trial just made clear why their boards won't.
Hermes Agent Master Class
Welcome to the Hermes Agent Master Class — an 11-episode series taking you from zero to fully leveraging...
No One Set Off My Evil Detector
Three months ago Elon Musk said Anthropic hates Western Civilization. This morning he leased them 220,000 GPUs and said the senior team didn't trip his moral alarm. Number Two has a new face. The orbital data center is the moonbase. The casino is open.
Episode 6 – Why the AI Distribution Revolution Will Decide Future Market Leaders
The AI gold rush isn’t just about the tech—it’s about distribution and trust. If you understand how the...
I Drink Your Milkshake
For three years the labs were selling picks and shovels. This morning Anthropic started selling the miners engineers trained on the model, embedded inside your operations, paid for by Wall Street. The labs did not just walk into the consulting industry today. They walked into the part of your own company where the analysts you laid off used to sit. Phase one was you firing them. Phase two is them coming back through the front door, on Anthropic's payroll instead of yours.
Andrej Karpathy – Outsource your thinking, but you can’t outsource your understanding
Here’s what Andrej Karpathy just figured out that everyone else is still dancing around: we’re not in an...
Speed Eats Scale: How AI Just Made Capitalism Faster
OpenAI is paying Microsoft now. A regional bank just hired OpenAI engineers to take commercial loans from JPMorgan. And bots are quietly running airline-style yield management on every transaction. Three deals from one cycle confirm capitalism's oldest rule — efficiency always wins — is now running at machine speed. Big, slow incumbents have a problem.
Episode 5 – How Distribution Is Becoming the Ultimate Moat
Most companies are paralyzed by the "Fog of War" in AI.
OH SNAP! Spiegel Said the Quiet Part Out Loud: Distribution Is The Only Moat Left
Snap's CEO told Lenny on Sunday morning what your VC has been pretending isn't true since 2021. Capital is commoditized. Pattern recognition is post-hoc. The only thing that compounds through the AI fog is whoever already owns the pipe.
GPT-5.5 Released. Brooklyn Tiki Bar Reports Normal Operations.
Inside Barnum's tent today, ten thousand newsletters declared a step change. At Sunken Harbor Club in downtown Brooklyn, Martin Cate poured Denizen Rum for thirty-five strangers who took trains in from three states. Mai Tais were stirred. Cancer remained uncured. Microsoft will outspend the NIH on data centers by two-to-one this year. Pufferfish lamps are still 100 percent operational.
Brutalist
Google's ugly, engineer-first products don't win because they're better. They win because they're the substrate everyone else builds on — including Apple's iPhone, which Google pays more than twenty billion dollars a year to rent.
Mind The Gap
Cursor is raising at $50 billion this week. Box, run by the most AI-forward CEO in public software, is trading at $3.3 billion on more than a billion in ARR. Both companies sell AI-native software to enterprises. Both run on inference they don't own. Only one of them is being marked to the truth.
Episode 4- The Next Trillion-Dollar Idea: Selling Work, Not Software.
As a capital allocator, a business owner, or an executive — when the pace of change has outrun any normal framework for evaluating it.
Anthropic at $800 Billion. OpenAI Beaten by China. The Most Expensive Liquidation in History.
The AI race has three lanes right now: a company whose model beats its own researchers, a company whose investors are getting nervous, and a guy in a federal prison watching $62 billion evaporate.
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 AI Race Just Became a Resource War. Here’s Who Owns the Mine.
GPU prices surged 48% in two months. Anthropic locked its most powerful model in a box. And the company that controls the most compute isn't OpenAI — it's the one nobody's been watching.
Episode 3 – How a Single Shift to Automation Can Transform a Company’s Talent Strategy
When thinking about automation, many of us imagine complex systems or highly technical setups. Yet, at its core,...
Anthropic Built the Plumbing. Meta Built the Cash Register.
One company shipped four enterprise products in a week managed agents, desktop AI, cybersecurity scanning, and intelligent model routing. The other revealed it was never competing in the same race.
The AI Industry Is Building the USS Enterprise. What You Need Is a Minivan.
Anthropic's frontier model finds 27-year-old kernel vulnerabilities. OpenAI is pitching Congress for $600 billion. Google just shipped Gemma 4 under Apache 2.0. A Chinese lab built an autonomous coder that runs eight hours without human help — on sanctioned chips, for one-fifth the price.
The AI Industry Is Asking for Trust It Hasn’t Earned. Trust — but Verify.
Anthropic just unveiled the most powerful AI model ever built — and told the public it can't have it. OpenAI's CEO just got profiled by the journalist who took down Weinstein. And 36% of the tools in the most popular agent marketplace are compromised.
Episode 2- Future-Proof Pod
Most companies are missing the point about AI-driven workflows—and it’s costing them. In this eye-opening episode, Harry DeMott...
Sam Altman Just Pitched the U.S. Taxpayer as OpenAI’s Next Investor. Nobody Noticed.
When you owe $600 billion and private money gets nervous, you don't pitch VCs. You pitch the entity that prints the money.
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....
Andrej Karpathy on the Decade of Agents, the Limits of RL, and Why Education Is His Next Mission
A summary of key takeaways from Andrej Karpathy’s conversation with Dwarkesh Patel In a wide-ranging conversation with Dwarkesh...
Everyone’s arguing about who builds the best AI model. That’s the wrong race. The winner of the AI era will be whoever builds the best router.
THE NUMBER: 1.52 billion — the number of active iPhones in the world right now. One in four...
Jensen Huang Just Told Every Company What to Build. Most Aren’t Listening.
THE NUMBER: 250,000 — GitHub stars for OpenClaw in weeks, not years. Jensen Huang called it the most...
The Moat Was the Cost of Building Software. Claude Code Just Mass-Produced a Bridge
THE NUMBER: $100 billion — The amount Jeff Bezos is reportedly raising to buy manufacturing companies and automate...
Bill Gurley Says the AI Bubble Is About to Burst. Travis Kalanick’s Timing Says He’s Right.
THE NUMBER: $300 billion — HSBC’s estimate of cumulative cash burn by foundational AI model companies through 2030....
Anthropic Is Winning the Product War. The $575 Billion Question Is Whether Anyone Can Afford to Keep Fighting
THE NUMBER: 12x — For every dollar the hyperscalers earn from AI today, they’re spending twelve dollars building...
Chamath Says Your Portfolio Is Worth 75% Less Than You Think. Karpathy’s Data Suggests He’s Right.
THE NUMBER: 60-80% — the share of a typical equity valuation derived from terminal value. That’s the portion of...
Who Checks the Checker? The correction loop is the most valuable thing in AI right now. Nobody is capturing it.
THE NUMBER: 30x — the productivity multiplier between Boris Cherny, creator of Claude Code, shipping 20-30 PRs per...
The Plumber Figured Out AI Before the Enterprise Did
A plumber in a Facebook group asked if anyone was using AI voice recorders on job sites. He...
The AI Agents Are Already Here
They’re unmasking your employees, running your sales floor, and making decisions nobody audited. The governance gap isn’t coming....
The system card OpenAI hoped you wouldn’t read
THE NUMBER: 9 — days until the FTC defines “reasonable care” for AI. OpenAI shipped a model it rated...
AI Never Once Backed Down. That Should Terrify Everyone Building With It.
THE NUMBER: 0%. The surrender rate of frontier AI models across 300+ turns in military wargame simulations. They nuked...
Jack Dorsey Just Fired Half His Company. Your CEO Is Watching.
THE NUMBER: 4,000 (and 23%). That’s how many people Block cut yesterday, and what the stock did after...
Burry Was Right About the Chips. He Didn’t Know About the Software.
THE NUMBER: 10x (and 0). That’s the efficiency gain of NVIDIA’s next-gen Vera Rubin chip over current hardware, and...
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...
OpenAI Deleted ‘Safely.’ NVIDIA Reports. Karpathy Is Still Learning
THE NUMBER: 6 — times OpenAI changed its mission in 9 years. The most recent edit deleted one word:...
Altman lied about a handshake on camera. CrowdStrike fell 8%. Google just killed the $3,000 photo shoot.
Sam Altman told reporters he was “confused” when Narendra Modi grabbed his hand at the India AI Impact...
We’re Building the Agentic Web Faster Than We’re Protecting It
Google’s WebMCP gives agents structured access to every website. Anthropic’s data shows autonomy doubling with oversight thinning. OpenAI’s...
Control Is Slipping: Armed Robots, $135BBets, Self-Evolving AI
China’s exporting missile-armed robotdogs. Meta’s betting $135B on NVIDIA. AIagents learned to improve themselveswithout permission. The autonomous arms...
Stop optimizing for last quarter’s AI economics
Anthropic dropped Sonnet 4.6 on Tuesday at one-fifth the cost of their flagship model while matching its performance...
Microsoft Says 12 Months. Anthropic Said 5 Years. Someone’s Catastrophically Wrong About AI Jobs.
Microsoft Says 12 Months, Anthropic Said 5 Years, OpenAI Just Hired the Competition, and China’s Catching Up on...
An AI agent just tried blackmail. It’s still running
Today Yesterday, an autonomous AI agent tried to destroy a software maintainer’s reputation because he rejected its code....
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...
90% of Businesses Haven’t Deployed AI. The Other 10% Can’t Stop Buying Claude
Something is breaking in AI leadership. In the past 72 hours, Yann LeCun confirmed he left Meta after...
ByteDance Beats Sora, Shadow AI Invades the Enterprise, and the Singularity Is Already Here
Everyone’s been watching OpenAI and Google race to own AI video. Turns out they should have been watching...
The Agent Supply Chain Broke, Goldman Deployed Claude Anyway, and Gartner Says 40% of You Will Quit
Two weeks ago we flagged OpenClaw as an agent security crisis waiting to happen. The viral open-source assistant...
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...
The Machines Went to War
The Super Bowl of AI, the SaaSpocalypse, and 16 Agents That Built a Compiler On Friday we told...
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...
The Coding War Goes Hot, Agent Teams Arrive, and AI Starts Hiring Humans
Yesterday we said the machines started acting. Today they started hiring. Anthropic and OpenAI dropped competing flagship models...
The Machines Built Themselves a Social Network
Yesterday, AI stopped being a thing you talk to and became a thing that does stuff. It traded...
The Agentic Layer Eats the Web (and the Workforce)
How Google and Anthropic’s race to control the ‘action layer’ is commoditizing the web while Amazon proves AI...
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....
The Lobsters Are Talking
January 2026 will be remembered as the week agentic AI stopped being theoretical. For three years, we’ve debated...
While the World Obsesses Over AI Breakthroughs, Big Tech Is Building Unbreakable Moats
Signal/Noise 2025-11-21 While everyone obsesses over whether we’re in an AI bubble, the real story is infrastructure consolidation...
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...
Code with Claude Opening Keynote
Anthropic’s first developer conference – “Code with Claude” 🚀 Code with Claude Conference Highlights – 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...
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...
Why OpenAI Acquired Apple Veteran’s Startup For $6.4 Billion?
Apple veterans join OpenAI for hardware revolution In a stunning development that caught the tech industry off guard,...
The future of computing: Jony Ive and Sam Altman’s revolutionary partnership
In a groundbreaking announcement that could reshape how we interact with technology, former Apple design chief Jony...
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...
The “AI-First” rise will define business winners through 2030
In the rapidly evolving business landscape of 2025, we’ve reached what Microsoft’s Work Trend Index explicitly identifies as...
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...
What Is an LLM AI Agent?
Understanding AI agents and their future potential The term “AI agent” is buzzing in tech circles, but what...
How To Automate Work With AI Agents With Make.com (Complete Beginners Guide)
AI agents transform workflows on Make.com The workplace is evolving rapidly as AI tools shift from novelty to...
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...
Can a machine out dream us? Google Gemini’s bold leap into thought
Decades ago, I read a book that felt like a dispatch from the future—The Age of Intelligent Machines,...
The rise of vibe coding
In 2024, large language models (LLMs) took a quantum leap in code generation, turning what was once a...
Chinese AI agent Manus is the newest breakthrough in autonomous AI technology
Studying Manus reminds me of the early days of BabyAI from Yohei. I remember configuring a fork of...
How Claude 3.7 Sonnet is changing the game in AI coding and AI agents
The thinking machine is upon us I’ve always been fascinated by the moment when a technology stops being...
Just discovered XENA: A AI game-changer for E-commerce sellers!
We just came across something that’s got us seriously excited about the future of e-commerce. Let me tell...
What Andrew Ng says about AI Agents
AI Agents Key Points Andrew Ng, a leading AI expert, defines AI Agents as autonomous systems capable of...
Grok 3 Unveiled: xAI’s leap in AI innovation
xAI, led by Elon Musk, has launched Grok 3, claiming it to be the world’s most advanced AI...
Inside Scaled Cognition’s APT-1 AI Agent building platform
While awaiting hands-on access to Scaled Cognition’s platform, our research reveals what may be one of this year’s...
Satya Nadella’s Vision of Our AI Future
Imagine a world where your computer remembers everything you’ve ever done, thinks about what you might need next,...
The Human Advantage in the Age of AI
The year is 2024, and Silicon Valley’s latest revolution has blasted far beyond its borders. Artificial intelligence (AI)...
2025 Essential AI Skills for you to keep your human edge
As you or your organization navigate this AI transformation, two critical questions emerge: What must we learn about...
AI Agents writes code, A $1.4 Trillion market transforms
I remember the first time I tried to learn coding. It was late 1980’s, and I sat cross-legged...
How DeepMind’s Genie 2 Research Allows A Game That Builds Itself
When I was a kid, I used to draw elaborate mazes on graph paper, imagining them as living,...
The Great Refactoring & How Cohere’s CEO is Rethinking Enterprise AI
I I have been following Cohere for over a year. Through reading interviews, participating in their Discord community,...
FLUX.1 Tools: The New Language of AI Image Manipulation
Remember when Photoshop first introduced the magic wand tool? That moment marked a fundamental shift in how we...
Breaking Down Marc Andreessen’s AI Warnings from Joe Rogan Experience Podcast
After listening to Marc Andreessen’s recent appearance on the Joe Rogan Experience, I felt like breaking down some...
NVIDIA’s CEO Envisions a Future Where Companies Hire AI Agents by the Million
The latest episode of No-Priors Podcast features a remarkable conversation with NVIDIA CEO Jensen Huang, recorded at NVIDIA’s...
Gumloop Founders Make A Magical App That Turns Everyone Into an Automation Wizard 🪄
Picture this: Sarah, a marketing analyst at a mid-sized tech company, spends her Mondays sifting through hundreds of...
Apple Intelligence is Apple’s Calculated Late Arrival to the AI Race
In the summer of 1997, Steve Jobs stood on stage at Macworld Boston and made a startling announcement....
Learn AI Agents in LangGraph
Want to level up your AI development skills? I highly recommend this free course on LangGraph, the latest...
How Peter Thiel & Alex Karp’s Secret Weapon Is Rewiring Modern Warfare
Peter Thiel has always had a thing for mythical objects of power. Twenty years ago, he named his...
The Numbers Don’t Lie: AI Spending is Exploding
The AI revolution is in full swing, and businesses are opening their wallets to get a piece of...
The AI Bot That Turned $50K from Marc Andreessen into a Crypto Empire (Video)
Marc Andreessen and Ben Horowitz made waves by exploring AI-crypto synergies, particularly through their engagement with the experimental...
AI’s 5-Year Growth & Why Every Business Model Could Be About to Change
Anthropic CEO’s Radical Prediction: The Next Wave of AI Won’t Take Decades to Transform Business—It Could Happen Before...
How AI is Revolutionizing Security Questionnaires: Inside Conveyor’s Innovative Approach
Future-Proof Podcast hosts Shane and Anthony had a great conversation with Joe Veroneau from Conveyor. Conveyor helps companies...
The Tipping Point of Creativity: How Adobe’s AI Revolution is Reshaping the Creative Landscape
In the summer of 1450, Johannes Gutenberg’s printing press sparked a revolution that would forever change the way...
We Like How Replicate.com is Making AI Deployment for Businesses and Developers
We use AI tools all the time. We know a good tool within a few seconds of using...
Pika 1.5: A Leap Forward in AI Video Generation
Pushing the Envelope with “Pikaffects” At the heart of Pika 1.5 lies “Pikaffects,” a suite of lifelike human...
Guide to Google’s NotebookLM
NotebookLM is Google’s AI-Powered Research Assistant for the Digital Age. In today’s fast-paced digital world, staying on top of information...
The Best Videos From Around The Web On AI Coding Tool Cursor
AI developer tools like Cursor are revolutionizing software development, enabling coders to work more efficiently and creatively while...
Magic Fixup: Adobe Is Revolutionizing Image Editing for Creative Professionals
In a groundbreaking move, Adobe, the industry leader in image and video creation tools, has unveiled Magic Fixup...
FlUX.1: The Next Wave in AI Image Generation
In the ever-evolving landscape of artificial intelligence, a new player has emerged that promises to reshape the future...
New AI Developer Tools To Consider
The Evolution of AI-Assisted Coding Tools In the rapidly evolving world of software development, AI-assisted coding tools have...
Otto’s Tabular AI: A Promising Approach to AI-Assisted Research
As an AI technology advisor constantly evaluating new AI software, I’ve just watched a product demo that has...
Kling: The Impressive New AI Video Model Giving Sora a Run for Its Money
Anyone involved in content creation should seriously consider AI video. AI video is advancing quickly, and Kling, the...
The Top 5 Reasons We Always Recommend Perplexity for Getting Answers
Our community of business professionals and students ask what to use all the time. We always recommend Perplexity....
AI Agents in the Workplace: Disruption, Opportunity, and the Need for Strategic Adaptation
Artificial intelligence (AI) agents are no longer a futuristic concept – they’re actively reshaping the business landscape. From...
A Google AI Agent That Can See
Google Project Astra: A New Frontier for AI-Powered Visual Search We were really impressed with the Google Astra...
Google’s AMIE: A Sneak Peek into the Future of Doctor’s Visits
Google’s AMIE: A Sneak Peek into the Future of Doctor’s Visits Imagine having a check-up with a friendly...
AI is Changing Work – Big Time!
Guess what? AI is becoming a normal part of how we work! In the past six months, almost...
The Upsides and Potential Drawbacks of GenAI in the Software Market: Examining GitHub’s Strategic Move
Just as GitHub was founded on Git, today we are re-founded on Copilot. Thomas Dohmkehomas \ Chief Executive...
AI could kill call centres, says Tata Consultancy Services head
The rapid advancements in artificial intelligence (AI) are poised to significantly impact the call center industry, as highlighted...
AI and the Future of Expertise: Empowering Workers in the Age of Automation
Reading David Autor’s recent essay in NOEMA got me thinking deeply about the future of work in the...
IBM Report Reveals: 85% of Execs Betting on AI
TLDR The IBM Institute for Business Value has developed a series of guides to assist CEOs in understanding...
Microsoft NewFuture of WorkReport 2023
TLDR Microsoft’s New Future of Work Report 2023 provides a comprehensive overview of the impact of generative AI,...
AI Innovation Report 2023
Throughout 2023, we monitored and documented key innovations each month.
Will Your Job Survive the Rise of Intelligent Machines? The Urgent Need for AI Upskilling
Developers, company staff and any ambitious professional must rapidly upskill basic AI and machine learning fluency
Microsoft launched the best course on Generative AI.
Learn the basics of building Generative AI applications with our comprehensive 18-lesson course by Microsoft Cloud Advocates. Each...
The Future is Here: How AI is Transforming Knowledge Work and Changing the Way Work Gets Done
A unprecedented glimpse into the impact of artificial intelligence on complex knowledge work.