Podcasts

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-

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

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

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

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

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

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

OpenAI just put Codex into the ChatGPT mobile app. Google is pushing Gemini further into a true agent in the cloud and deeper into Android‑level experiences. It’s internally testing Remy, a “24/7 personal agent” that can take actions on your behalf (not public yet). Anthropic shipped Dispatch in March, turning Claude on your phone into a remote control for your desktop. 𝗪𝗵𝘆 𝗶𝘀 𝗲𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝗰𝗵𝗮𝘀𝗶𝗻𝗴 𝘁𝗵𝗶𝘀 𝗶𝗱𝗲𝗮? A big reason is that agents finally got go

Over the past month I have had a version of the same conversation with maybe twenty senior leaders. The titles vary. The company sizes vary. The industries vary. The questions do not. We have Copilot. But my team wants Claude or Cowork. Are they secretly using it? I need to show results this quarter. Where do I even begin? Vendors, consultants, and my team all say three different things. Who do I believe? I am being asked to innovate and cut costs. What do I prioritize? I don