It’s unclear right now how AI is going to play out for most companies, and I don’t think anyone has a clean answer yet, including me. But there’s a pattern I keep coming back to, and it has less to do with what AI eventually becomes and more to do with what it can already do.

I don’t think the capability curve breaks at some single moment we’d call AGI. It just keeps climbing. Each release adds capability somewhere, and we don’t need to reach the top of the curve for the bottom of it to start reshaping things.

This past Tuesday at Google I/O, Antigravity 2.0 built a functioning operating system from scratch in twelve hours. …Take the staging with whatever grain of salt you want. The point underneath is what “good enough” looks like in mid 2026. … Not because of where it ends up, but because of what it can already do.

A capable agent loop, called many times in parallel, with reasonable cost and reasonable latency, is enough to recreate most of what the application layer of software currently sells. The curve keeps going from here. The question that follows is which kinds of companies sit downstream of that engine and which don’t. — Read More

Amid rapidly growing adoption of enterprise-level AI agents, there’s a disconnect emerging between ambition and execution.

Although 85% of organizations say they want to be agentic within the next three years, 76% say their current operations and infrastructure can’t support that change. They cite a lack of readiness across people, processes, and workflows.  — Read More