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Ram's Blog



AI is changing what it means to demonstrate competence.
Bloomberg frames AI as making interviews less trustworthy. A more interesting interpretation is that AI has revealed interviews were never measuring what companies thought they were measuring. Hiring is fundamentally a prediction problem. Companies are trying to answer one question: will this person create value in the role? Interviews have always been an imperfect measurement tool. They capture a combination of ability, communication skills, confidence, preparation, backgrou
2 days ago3 min read


AI will extend our reach. Our responsibility is deciding why, where, and how we use it.
“Where is the wisdom we have lost in knowledge? Where is the knowledge we have lost in information?” T.S. Eliot wrote those words nearly a century ago. Those questions are more relevant today than ever. Consider that inside your skull sits a three‑pound system that runs the most sophisticated intelligence we know. It contains roughly 86 billion neurons, more than 100 trillion connections, and operates on about 20 watts of power, less energy than a household light bulb. The br
3 days ago3 min read


We’re watching a new phase of the AI space race.
Chinese startup Moonshot AI is poised to launch Kimi K3, a 2–3 trillion parameter, open‑weight frontier model. Reports suggest it could be at, near and even exceeding Anthropic’s Claude Opus 4.8 on key benchmarks (FT). Early signals suggest not just “bigger,” but smarter scaling: architectural tweaks like attention residuals (smarter internal memory) and more efficient long‑context handling (bigger external memory), coupled with China’s already strong advantage in low‑cost AI
4 days ago2 min read


How will AI Impact Banks and Financial Services Firm Over The Next Decade?
The big banks beat earnings. The more interesting story is what those earnings reveal about the future of work. J.P. Morgan, Bank of America, Goldman Sachs, Citi, and others are embedding AI across banking functions. Over the next several years, I expect 10 major shifts across financial services: 𝟭\ 𝗧𝗵𝗲 𝘂𝗻𝗶𝘁 𝗼𝗳 𝘄𝗼𝗿𝗸 𝘀𝗵𝗶𝗳𝘁𝘀 𝗳𝗿𝗼𝗺 𝘁𝗮𝘀𝗸𝘀 𝘁𝗼 𝘀𝘆𝘀𝘁𝗲𝗺𝘀.The next generation of productivity will come from workflow architects who can redesign how wor
5 days ago3 min read


Thinking Machines Lab released its first model, Inkling.
Thinking Machines Lab released its first model, Inkling. The startup is run by Mira Murati, who was OpenAI's chief technology officer, and for a few days in November 2023, its chief executive. Inkling features a highly customizable Mixture-of-Experts architecture designed to balance resource efficiency with deep multimodal understanding. It was trained on 45 trillion tokens of text, images, audio. It carries 975 billion parameters but wakes only about 41 billion of them for a
5 days ago2 min read


Is AI Weightlessness for the Mind?
On 16 April 2007, 210 miles above Earth, Sunita Williams taped race bib 14,000 to a treadmill in the Zvezda module of the International Space Station and ran the Boston Marathon. Bungee cords held her in place. The station was moving at about 17,500 miles/hour. She finished in roughly 4 hours and 24 minutes, the first marathon completed in orbit. Sunita Williams was fighting what orbit does to the body. With prolonged exposure to microgravity (weightlessness), weight‑bearing
6 days ago3 min read


Your Competitor Is Waking Up Smarter Every Morning.
TL;DR: Last week revealed the true trajectory of AI: intelligent systems designed to compound through feedback. Anthropic restored access to Fable 5, SpaceXAI launched Grok 4.5, OpenAI rolled out GPT-5.6 and ChatGPT Work, and Meta, Moonshot (Kimi K2.7-Code), and Zhipu (GLM) advanced agentic and multimodal AI. The common thread is the intelligence loop: sense, act, measure, learn, improve. The future advantage belongs to whoever compounds intelligence fastest. Last week was th
Jul 137 min read


Operating models determine outcomes, the work ahead is organizational.
I’ve said it for a while now: every AI conversation is an operating model conversation. Stanford University has now put data behind that idea. In its April 2026 study of 51 enterprise AI deployments, the Stanford Digital Economy Lab writes: “The organization, its readiness, processes, leadership, and willingness to change and fail, determines outcomes.” That is the thesis and three findings bring it into focus. 𝟭\ 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗔𝗜 𝗶𝘀 𝗽𝗿𝗶𝗺𝗮𝗿𝗶𝗹𝘆 𝗮𝗻...
Jul 73 min read


The companies leaning hardest into AI are hiring faster.
Anthropic is set to restore Fable 5. Sonnet 5 nearly matches Opus at a fraction of the cost. Z.ai's openweights GLM 5.2 is genuinely brilliant. But the most important development this week is Ramp's workforce study. The companies leaning hardest into AI are hiring faster. Ramp linked spending data to workforce records across 21,000+ US firms and measured what actually happens to headcount after companies adopt AI. The heaviest adopters grew employment 10% over two years. Entr
Jul 33 min read
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