Thoughts

Long-form thinking

On tech, AI, business, and what actually works.

June 27, 2026

The Day Google Went Fully Agentic

How Google turned itself from a search company into an agentic-AI company across two keynotes — I/O 2025 and I/O 2026 — and what its agents, open protocols, and quadrillion-token scale mean for business decision-makers planning their own AI bets.

AIStrategyEnterpriseAutomationGoogle

June 26, 2026

Approval Required: The Week the U.S. Started Deciding Who Gets the Best AI

In late June 2026 the most capable AI models stopped being something you could simply buy. OpenAI began releasing GPT-5.6 only to a government-vetted list of partners, days after Washington suspended foreign access to Anthropic's top models. It isn't a kill switch — it's a permission layer, and it changes who controls the frontier.

AIPolicyNational SecurityStrategy

June 26, 2026

First Came the Temple: How a Hill in Turkey Rewrote the Origins of Civilization

At Göbekli Tepe and the cluster of "Stone Hills" sites in southeastern Turkey, hunter-gatherers raised the world's oldest monuments some 11,500 years ago — before farming, pottery, or the wheel. The discoveries overturned a century-old assumption that agriculture had to come first, and suggest civilization may have begun not with the plow, but with the temple.

ScienceHistoryArchaeology

June 26, 2026

The Real Story of the Maduro Capture

How a failed phone call, five months of CIA spycraft, and two hours over Caracas ended Nicolas Maduro's presidency on Jan 3, 2026 - and why the cleanest operation in a generation left the messiest questions, from an unpublished death toll to a near-unanimous verdict that it broke international law.

VenezuelaMaduroNational SecurityInvestigation

June 24, 2026

The $60 Billion Cursor: Why SpaceX Just Bought the Way Software Gets Written

SpaceX's $60 billion all-stock purchase of Cursor isn't a coding-tools story — it's Elon Musk buying the surface where software gets written, turning millions of developers' keystrokes into training fuel for his AI, and opening a second front against GitHub with a platform called Origin. What the largest startup acquisition in history means for the tools your business runs on.

AIStrategyEnterprise

June 24, 2026

The Field That Won't Die: Four Decades of Afghan Opium, Before and After the Taliban

The only force that ever durably crushed the world's largest heroin supply is the same movement that grew rich taxing it — and the Taliban have now done it twice. A four-decade history of Afghan opium, from the Soviet-era jihad to the 2022 ban and its fragile aftermath.

PoliticsPolicyEconomics

June 22, 2026

After the Fold: How AI Stopped Predicting Proteins and Started Inventing Them

The protein-structure revolution that won AlphaFold a Nobel Prize has quietly split into three races — prediction, design, and medicine. A field guide to the top contenders (AlphaFold 3, Boltz, Chai, RFdiffusion, ESM3, Isomorphic Labs) and the one tension none of them has resolved: the benchmarks have never looked better, and not a single AI-designed drug has yet been approved.

AIBiotechDrug DiscoveryScienceStrategy

June 20, 2026

The Week the Kill Switch Got Two Hands on It

In one week of June 2026, Anthropic quietly throttled its record-breaking Claude Fable 5 for AI researchers, then the U.S. Commerce Department forced Fable 5 and Mythos 5 offline worldwide via an export-control letter. The episode proved a frontier AI model is a strategic asset that can be pulled away overnight — by its maker or by the state.

AIAnthropicClaudePolicyStrategy

June 20, 2026

Addition by Subtraction: What Vercel's Deleted Robot Teaches Small Business

Vercel deleted roughly 80% of its internal AI agent's tools and it got faster, cheaper, and more accurate. The counterintuitive result explains why most business AI fails — and hands small and medium businesses a concrete playbook for landing in the 5% that actually works.

AISmall BusinessAutomationStrategyCase Studies