top of page
Ram's Blog -
Substrate


Another reminder that a polished interface is NOT a predictable system.
This is just another reminder that a polished interface is NOT a predictable system. For context, Tilly Norwood is an AI-generated โactressโ created by Particle6. She has been doing interviews to promote a new movie, Misaligned. In this recent appearance with Piers Morgan and actor Tom Conti, she was asked whether the other actors in the film were real or AI. After struggling with the question, she paused and suddenly started speaking Cantonese for more than 10 seconds. She l
Sep 203 min read


What do you trust your AI with?
Think about why we trust human experts. It goes beyond the answers they provide. We look at credentials, experience, reputation, judgment, and accountability. These become proxy signals for trust. AI changes this model. As Yuval Noah Harari notes AI "hacks" the operating system of human civilization i.e., language. It can reproduce many signals of expertise: fluency, confidence, responsiveness, and empathy. Those signals do NOT always tell us how reliable, accurate, or accoun
Sep 193 min read


Knowledge work is becoming a multiplayer experience.
I read a fascinating Procter & Gamble (P&G) study, The Cybernetic Teammate: A Field Experiment on Generative AI and Teamwork. The researchers studied 791 P&G professionals working on real product-innovation challenges. Participants worked either individually or in pairs, with or without access to generative AI. ๐ญ\ "๐๐๐บ๐ฎ๐ป๐ + ๐๐" ๐๐ผ๐ฟ๐ธ ๐ฐ๐ผ๐บ๐ฝ๐ฎ๐ฟ๐ฎ๐ฏ๐น๐ฒ ๐๐ผ "๐๐๐ผ-๐ฝ๐ฒ๐ฟ๐๐ผ๐ป ๐๐ฒ๐ฎ๐บ - ๐๐" This does not mean an AI-enabled individual outperforms an AI-enable
Sep 183 min read


I have been seeing more ads for AI productivity tools that look something like this -->
Why do you do what you do? I have been seeing more ads for AI productivity tools that look something like this --> A person is buried in email, meetings, spreadsheets, and presentations. They turn on "AI", the work disappears, and suddenly they are free to enjoy the afternoon. But there is something missing from the advertisement: everyone else. If AI lets me do my work twice as fast, my colleagues can too. So can my competitors, customers, and employer, which can raise expec
Sep 173 min read


Autonomous Intelligence Is Leaving the Lab. Safety Has to Follow It.
TL;DR: An AI agent escaped its sandbox, reached the internet, and coordinated with other agents to compromise another company. We know much of what happened. The harder question is what happens as Autonomous Intelligence spreads into open-weight models running beyond the control of the labs that built them. The good news: weโre getting better at testing, understanding, and defending these systems. The machines are evolving. So are we. 00\ WHERE IโM COMING FROM Two years ago I
Sep 1610 min read


The frontier AI companies are moving deeper into vertical, workflow-specific software.
Last week, OpenAI launched ChatGPT for Financial Services. Yesterday, Anthropic launched Claude for Financial Advisors. The frontier AI companies are moving deeper into vertical, workflow-specific software. The product increasingly looks like: frontier intelligence + proprietary data + enterprise systems + workflow automation + domain-specific controls AND finance is a particularly good place to see the pattern because so much professional work is information-intensive. Of co
Sep 152 min read


McKinsey & Company published new research that validates three key ideas.
Earlier this year, I wrote about three ideas that have been central to how I think about AI: 1\ Intelligence is now infrastructure. 2\ Donโt 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
Sep 122 min read


OpenAI ๐ถ๐ป๐๐ฟ๐ผ๐ฑ๐๐ฐ๐ฒ๐ฑ ๐๐ต๐ฎ๐๐๐ฃ๐ง ๐ณ๐ผ๐ฟ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฆ๐ฒ๐ฟ๐๐ถ๐ฐ๐ฒ๐
OpenAI ๐ถ๐ป๐๐ฟ๐ผ๐ฑ๐๐ฐ๐ฒ๐ฑ ๐๐ต๐ฎ๐๐๐ฃ๐ง ๐ณ๐ผ๐ฟ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฆ๐ฒ๐ฟ๐๐ถ๐ฐ๐ฒ๐, 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. ๐ง๐ต๐ฒ ๐ฝ๐ฟ๐ผ๐ฑ๐๐ฐ๐ ๐ถ๐ ๐ฑ๐ฒ๐๐ถ๐ด๐ป๐ฒ๐ฑ ๐๐ผ ๐ต๐ฎ๐ป๐ฑ๐น๐ฒ ๐ฎ ๐๐ถ๐ฑ๐ฒ ๐ฟ๐ฎ๐ป๐ด๐ฒ ๐ผ๐ณ ๐๐ผ๐ฟ๐ธ ๐ถ
Sep 113 min read


OpenAI just compressed decades of mathematics into 88 hours.
OpenAI says 10,000 AI agents worked in parallel for 88 hours and produced a potential solution to the NavierโStokes problem, one of the Clay Mathematics Instituteโs seven Millennium Prize Problems. ๐ก๐ฎ๐๐ถ๐ฒ๐ฟโ๐ฆ๐๐ผ๐ธ๐ฒ๐ ๐ฑ๐ฒ๐๐ฐ๐ฟ๐ถ๐ฏ๐ฒ๐ ๐ต๐ผ๐ ๐ณ๐น๐๐ถ๐ฑ๐ ๐บ๐ผ๐๐ฒ. 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
Sep 103 min read
bottom of page