Earlier this year, I wrote about three ideas that have been central to how I think about AI: 1\ Intelligence is now infrastructure. 2\ Don’t substitute. Reinvent. 3\ Every AI conversation is an operating model conversation. This week McKinsey & Company published new research that validates these ideas. Their conclusion is straightforward: companies are getting more value from AI when they move beyond applying AI to existing work and start redesigning the operating model aroun

OpenAI 𝗶𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗲𝗱 𝗖𝗵𝗮𝘁𝗚𝗣𝗧 𝗳𝗼𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀, a finance-specific enterprise version of ChatGPT built initially for investment banking and equity research. It was developed with Morgan Stanley and Evercore as design partners. The product is available to eligible financial institutions, with firms working directly with OpenAI for access. 𝗧𝗵𝗲 𝗽𝗿𝗼𝗱𝘂𝗰𝘁 𝗶𝘀 𝗱𝗲𝘀𝗶𝗴𝗻𝗲𝗱 𝘁𝗼 𝗵𝗮𝗻𝗱𝗹𝗲 𝗮 𝘄𝗶𝗱𝗲 𝗿𝗮𝗻𝗴𝗲 𝗼𝗳 𝘄𝗼𝗿𝗸 𝗶

OpenAI says 10,000 AI agents worked in parallel for 88 hours and produced a potential solution to the Navier–Stokes problem, one of the Clay Mathematics Institute’s seven Millennium Prize Problems. 𝗡𝗮𝘃𝗶𝗲𝗿–𝗦𝘁𝗼𝗸𝗲𝘀 𝗱𝗲𝘀𝗰𝗿𝗶𝗯𝗲𝘀 𝗵𝗼𝘄 𝗳𝗹𝘂𝗶𝗱𝘀 𝗺𝗼𝘃𝗲. Solving the problem would deepen our understanding of turbulence and the mathematics behind airflow, ocean currents, weather, aircraft, and countless engineering systems. For more than a century, mathematici

“Welcome to the AGI era.” Greg Brockman closed OpenAI’s September 3, 2026, Astra briefing with those words. Nvidia Chief Jensen Huang doubled down saying “AGI has arrived.” —> So has it? I view it less as a milestone marker and more as an invitation. With this incredible new technology, how much more would we attempt? That is where my mind goes when I hear a declaration like this. Of course, there are fascinating questions about whether Astra qualifies as artificial general i

At the AI startup Valon, a new policy requires most new hires to learn their jobs the old-fashioned way, i.e., without AI. A few takeaways stand out: 1\ AI can create an “illusion of competence.” If a new employee asks AI for the answer immediately, they may complete the task without developing the mental model needed to recognize when that answer is wrong. 2\ The policy targets critical thinking, not productivity. Valon allows engineers to use AI because their code goes thro

TL;DR: The gap between the heaviest enterprise AI users and everyone else more than tripled in five months. During the same period, thousands of companies learned how much productive capacity can disappear when a critical AI vendor goes offline. The risk is that companies may become AI-dependent faster than they develop the human and institutional capability to govern that dependence. The companies that close that gap will own one of the defining advantages of the next decade

GPT-6 Astra has launched, OpenAI describes it as a “generational leap,” particularly in coding, cybersecurity, professional work, science, and computer use. 1\ OpenAI says it may mark the beginning of the AGI era. President Greg Brockman said he personally believes “we’re there,” though this is OpenAI’s characterization rather than an independently established fact. And, there are no widely accepted definitinos of AGI. 2\ It is significantly more "agentic". Astra can reported

Why do professional firms call themselves practices? The word is centuries old. It comes from putting knowledge into action AND, importantly, from the repeated doing through which skill is acquired. A practitioner was someone who learned through practice. Which raises an interesting question for the AI era: What happens to practice when AI does the practicing? EY is putting $100 million behind part of the answer. This fiscal year, EY US is rewarding employees for adaptabilit

OpenAI’s ChatGPT Ads business has reportedly reached a $1 billion annualized revenue run rate in fewer than 200 days. $1B run rate ≠ $1B earned. It means the current pace of advertising revenue, if sustained for a full year, would equal roughly $1 billion. Still, the speed is extraordinary. Earlier in 2026, ChatGPT Ads was reportedly at roughly $100 million annually. OpenAI now says tens of thousands of advertisers use the platform, which is available in more than 40 countrie