Writing

Gartner says 40% of enterprise apps will embed agents this year, and that most vendors are faking it. Both are true because 'agent' stopped being a technical word.

Enterprises burned their 2026 AI budgets in months. The token bill made pricing a strategic question — and the per-seat model is now a subsidy.

On 19 June the Commission funded a sovereign frontier model. That is the one layer that commoditizes itself. The value already moved two layers up.

Sequoia's thesis on the next trillion-dollar company says software is no longer the unit of sale. The work is. Headless is the architectural shape of the bet.

The Commission's draft Annex III guidelines published today put two-sided talent platforms squarely inside the high-risk perimeter. The same engine, surfaced to the candidate, sits outside it. The verb is what changed.

On 4 May, OpenAI and Anthropic announced enterprise services joint ventures on the same day. Not the model. Not the API. The work. The middleman is the casualty.

Karpathy reframed LLMs as statistical distillates of text, not animals that learn the world. The shift from vibe coding to agent engineering is what production has been waiting for.

El País counted us. The handful who actually train models are doing something different than the rest of the AI workforce — and what we're doing is changing in a way the headline misses.

Notes from a ProductTank Madrid we hosted at Shakers, on what changes when AI enters a product team — and what doesn't.

PwC measured 1,217 executives across 25 sectors. 20% of companies capture 74% of the economic value of AI. The split is not budget, not stack — it is whether the company uses AI to do what it already does, or to sell what it could not before.

Dorsey from Block and Botha from Sequoia published a new operating model for AI-native organizations. It looks like architecture, but it is really a strategy for not letting your roadmap become the limit on what your AI can do.

Anthropic's Claude Code leaked 512,000 lines via an npm source map while OpenAI shipped Codex CLI as Apache 2.0 from day one. The lesson is not about open source ideology. It is about where defensibility actually lives in this cycle.