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Ram's Blog



Have we breached the Organizational Singularity?
On the latest Moonshots (EP #258, "The Organizational Singularity: AI-Proof Your Company"), Peter H. Diamandis sits down with the always brilliant Salim Ismail to argue that the company itself is being redrawn. The current format which is top-down and human-centric, organized around hierarchy, is giving way to organizations that are AI-native and agentic, architected around intelligence rather than reporting lines. We've heard the word singularity, borrowed from physics and c
46 minutes ago3 min read


Everyone Has AI Now. So What’s Left?
Kirkland & Ellis committed $500M to build its own AI platform. They’re doing it while still licensing the same frontier models everyone can rent tomorrow. So why spend millions more? The platform is being designed around the knowledge of approximately 250 of their lawyers. That’s the one thing a competitor can’t download. Now consider this: the pressure to build an edge on top of commodity intelligence runs all the way down: to every org, every team, and each ONE of us. Which
1 day ago3 min read


Why Nvidia Is Spending Billions to Stop Using Electrons
NVIDIA has spent billions on “light.” Since March 2026, it has announced $2 billion each in Lumentum, Coherent Corp., and Marvell Technology, plus additional photonics commitments with Corning and Ayar Labs. The goal is to move information with photons instead of electrons. To see WHY, let's start with how small computing has become. A human hair is roughly 70,000 to 100,000 nanometers wide. A silicon atom is about 0.2 nanometers across. Today’s leading chips are built on “2-
2 days ago3 min read


Intelligence Just Became an Asset Class
When something gets a futures market, you know it has become a commodity. That just happened to thought itself. TLDR: This week the Shanghai Futures Exchange, the floor that trades copper, steel, and gold, confirmed it's in the early stages of designing futures contracts on AI tokens. CME Group and Silicon Data are launching a compute futures market, pending regulatory review, and BlackRock CEO Larry Fink has said “a new asset class will be buying futures of compute”. Transla
4 days ago5 min read


Outcomemaxxing > Tokenmaxxing
Something fascinating has happened in enterprise AI in the last few months. Companies rewarded 𝘁𝗼𝗸𝗲𝗻𝗺𝗮𝘅𝘅𝗶𝗻𝗴 (use AI as much as possible), and now they're cancelling licenses as costs escalated. That's the easy version of the story, and it's 𝗶𝗻𝗰𝗼𝗺𝗽𝗹𝗲𝘁𝗲. This reminds me of a story from the 1800s. Officials hoping to cut the snake population offered a bounty for every dead cobra. But this led to an increase in cobra numbers. Why? Because people started bree
6 days ago3 min read


Quantum Computing: What Next?
Quantum computing was back in the headlines Thursday. The U.S. is backing nine quantum‑computing firms, including IBM with $2 billion to scale the hardware and manufacturing. The long bet is on breakthroughs in things like drug discovery, battery chemistry, and new materials. To see why that matters, start with the one idea everything else rests on. A regular computer bit is a switch: off (0) or on (1). A quantum bit, or "qubit", can be both at once. Like a spinning coin that
May 253 min read


Microsoft Copilot vs. Gemini Spark
In 2007, the most secure, most managed, most IT-approved phone in the world was the BlackBerry. Enterprises loved it. It had a keyboard the thumbs trusted, encryption the security team trusted, controls the CIO trusted. It was built, from the silicon up, for the company. Then a glass rectangle with no keyboard showed up, and the people who ran corporate IT looked at it and saw a toy. They were not being foolish. By every measure that mattered to them, they were right. The fir
May 246 min read


Work is becoming agent-mediated. And now comes the interesting part.
For forty years, work meant a person at a keyboard in a chair. You went to the cockpit to start and left it to stop. Then came smartphones and global connectivity. What’s coming next will change the shape of how, when, where and WHY we work. At yesterday’s Google I/O, we saw the latest glimpse. Google pushed voice across its entire work surface: talk, and a document writes itself; your inbox sorts itself; your half-formed thoughts become structured notes in Gmail and Docs. I
May 204 min read


How Do You Get an Agent to Actually Work?
At MIT, one of the professors who left the deepest mark on me was Hal Gregersen. Hal teaches leadership and innovation at Sloan, and his work centers on fearless inquiry: the discipline of finding the questions underneath the question everyone is asking. What we learned was that the first question is usually a symptom and it is the questions beneath them where the real work begins. Consider the question I am hearing from many teams right now: How do I get my agent to actually
May 1710 min read
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