Notes on a new craft, written for America's 250th birthday.
Operating AI is a new craft - part model, part operator, part a toolset you build yourself, like a mechanic who brings their own. On America's 250th birthday, a note on Tank, kung fu, and what the machinery is really for: buying back your time.
Part 1 of 2 - the afternoon the switch got flipped
On June 12, Fable 5 and Mythos 5 went dark worldwide. The models didn't break. The U.S. government sent Anthropic a letter, and a company had until midnight to comply. The model was never the point.
Part 2 of 2 - building for the afternoon your model goes dark
Fable 5 going dark was a stress test for everyone who builds on AI. The companies that passed it had put their value somewhere a government letter couldn't reach.
Three deployments, three honest verdicts on what agents are ready for
The agentic AI conversation has gotten loud. Most of the use cases pitched to fund operators are theatre. Here are three where we have shipped real agents into real workflows - and one where we walked away.
Why the average hedge fund loses 40% of its operational intelligence every 3 years
Every fund has tribal knowledge living in the heads of 2-3 people. When those people leave, the knowledge leaves with them. Agentic AI with structured knowledge vaults is the first approach that actually solves this - not just manages it.