Artificial Intelligence
In The Age of AI, Your Face Becomes The Firewall
CAPTCHAs fail against AI agents. Passwords fail against phishing. Platforms turn to biometrics as proof that a real human authorizes agent actions.
Performance Marketing
Meta and Google built fortunes on ads. When AI agents become the buyer, trust beats targeting. The best hedge is monetizing AI itself.
Artificial Intelligence
Token costs falling 13x a year. Inference costs down 280x. When intelligence becomes commodity, defensibility moves from model to workflow.
Technology
Signal now lets you sign up without a phone number. WhatsApp added usernames for the same reason. The middle collapses.
Two interviews explain the shift. One startup fixes documents so agents can work. One generation dumps raw thoughts into AI and trusts it to organize. The next natives will think differently.
LLY just became the 10th largest US company. Obesity built the base. Neuroscience, and drugs that reduce the need for sleep, may build the next leg.
Old metric was cost per drone. New metric is cost per resolved target. Better ROI means Founders Fund backed players win more contracts.
Cancer hits older people hardest. Curing it adds 10 years of life. That breaks pensions. So it will not be prioritized.
Jay Clayton is now AI Czar and DNI. A Wall Street lawyer running Super Intelligence Force. Signals AI is now national security, not just tech. Age of reconnaissance is here.
Fears that AI will concentrate wealth miss the point: it’s by design. AI rewards delegation, leverage, and equity over pure labor. Widening the gap between owners and wage-earners isn’t a bug—it’s the engine of market expansion.
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Two interviews explain the shift. One startup fixes documents so agents can work. One generation dumps raw thoughts into AI and trusts it to organize. The next natives will think differently.
The most powerful solver is not always the expert. With AI as scaffolding and incentives as fuel, a masonry expert can fix an oil spill and a construction technique can keep rations fresh.
LLY just became the 10th largest US company. Obesity built the base. Neuroscience, and drugs that reduce the need for sleep, may build the next leg.
A San Francisco startup says it turned mercury into gold with fusion neutrons. The physics checks out. The economics do not, not yet.
a16z dropped the crypto label for a reason. Crypto became infrastructure. The next decade belongs to outer-planet builders combining AI, hardware, and programmable money.
Identity matters, but coalition matters more. Obama won with broad appeal. El-Sayed's Michigan Senate run is the first real test.
From first Iranian woman in space to CEO of XPRIZE. Engineer, entrepreneur, explorer. 20 years after orbit, she still pushes humanity forward.
Old products sold features. AI products sell proven ROI. Defence, ads, and soon everything moves to outcome based pricing.
Old metric was cost per drone. New metric is cost per resolved target. Better ROI means Founders Fund backed players win more contracts.
Google is bad at naming. This time they nailed it. Intelligent Eyewear beats AI glasses. AI backlash is real, even the state now says super intelligence.
Cancer hits older people hardest. Curing it adds 10 years of life. That breaks pensions. So it will not be prioritized.
Jay Clayton is now AI Czar and DNI. A Wall Street lawyer running Super Intelligence Force. Signals AI is now national security, not just tech. Age of reconnaissance is here.