When Will They Take Our Jobs?

And once they take our jobs, will we be able to find new ones? Will AI take those too?

Seb Krier recently wrote an unusually good take on that, which will center this post.

I believe that Seb is being too optimistic on several fronts, but in a considered and highly reasonable way. The key is to understand the assumptions being made, and also to understand that he is only predicting that the era of employment optimism will last for 10-20 years. — Read More

#strategy

2026: This is AGI

Years ago, some leading researchers told us that their objective was AGI. Eager to hear a coherent definition, we naively asked “how do you define AGI?”. They paused, looked at each other tentatively, and then offered up what’s since become something of a mantra in the field of AI: “well, we each kind of have our own definitions, but we’ll know it when we see it.”

This vignette typifies our quest for a concrete definition of AGI. It has proven elusive.

While the definition is elusive, the reality is not. AGI is here, now.

Coding agents are the first example. There are more on the way.

Long-horizon agents are functionally AGI, and 2026 will be their year. — Read More

#investing

China’s Z.ai claims it trained a model using only Huawei hardware

Chinese outfit Zhipu AI claims it trained a new model entirely using Huawei hardware, and that it’s the first company to build an advanced model entirely on Chinese hardware.

Zhipu, which styles itself Z.ai and runs a chatbot at that address, offers several models named General Language Model (GLM). On Wednesday the company announced GLM-Image, that it says employs “an independently developed ‘autoregressive + diffusion decoder’ hybrid architecture, which enables the joint generation of image and language models.” represents an important advance on the Nano Banana Pro image-generating AI. — Read More

#china-ai

Vibe Coding Without System Design is a Trap

Lowering the barrier to creation has always been a net positive. WordPress turned anyone into a publisher. YouTube turned anyone into a broadcaster. Shopify turned anyone into an e-commerce operator. AI-assisted coding is doing the same for product building.

Let a thousand flowers bloom. I’m all in!

The problem: AI is very good at helping you build something. It’s not very good at helping you build something well.

The difference matters. — Read More

#devops

How the hell are you supposed to have a career in tech in 2026?

The number one question I get from my friends, acquaintances, and mentees in the technology industry these days is, by far, variations on the basic theme of, “what the hell are we supposed to do now?”

There have been mass layoffs that leave more tech workers than ever looking for new roles in the worst market we’ve ever seen. Many of the most talented, thoughtful and experienced people in the industry are feeling worried, confused, and ungrounded in a field that no longer looks familiar.

If you’re outside the industry, you may be confused — isn’t there an AI boom that’s getting hundreds of billions of dollars in investments? Doesn’t that mean the tech bros are doing great? What you may have missed is that half a million tech workers have been laid off in the years since ChatGPT was released; the same attacks on marginalized workers and DEI and “woke” that the tech robber barons launched against the rest of society were aimed at their own companies first. — Read More

#strategy

RedTeam-Tools

This github repository contains a collection of 150+ tools and resources that can be useful for red teaming activities.

Some of the tools may be specifically designed for red teaming, while others are more general-purpose and can be adapted for use in a red teaming context.

🔗 If you are a Blue Teamer, check out BlueTeam-Tools

Read More

#cyber