PodcastWhat Robert Caro learned about power after studying it for 50 yearsOct 30, 2026
If it allows it, Airlock takes action on behalf of the agent, which means your agents never see your API keys or other credentials.UnverifiedBlogNew founder archetypes in the AI eraOct 27, 2026
The solo founder is part of a list of maybe new archetypes that I think we’ll soon see a lot more of - and I’ll make both the pro and con case for each here: Solo founders Why: Solo founders can do 100x with AI, so they can ship a v1 when previously they couldn’t have before Why not: Maybe a team of cofounders still makes more progress.UnverifiedBlogCan solo founders win in the AI era?Oct 27, 2026
These days at a16z I’m mostly working on Speedrun , where we write the first check into brand new startups (up to $1M), and a lot of what we focus on is founder backgrounds/profiles. What are the right ones? How will the profiles change as we enter the age of AI?UnverifiedPodcastWhat will computer chips look like in 2045?Oct 22, 2026
There’s never been as big a shock to the semiconductor industry as the current surge in demand from AI.UnverifiedBlogWill agents have network effects?Oct 6, 2026
If the content creation loop works for agentic virality, I think it means there’s a big incentive for every agent to volunteer to make visually-appealing, shareable content, do this often.Unverified+1more from this blog
BlogSenate Testimony Sept 2026Oct 2, 2026
They’ll be reliant on AI-generated explanations to understand what’s happening, and everything will be happening faster and faster.UnverifiedPodcastSi Sheppard – How did a few hundred Spanish soldiers topple two empires?Oct 1, 2026
That way, your software gets tested against scenarios you’d never imagine but that could still arise in the real world.UnverifiedBlogThe Future Is for Everyone: Muse for Small BusinessSep 29, 2026
Muse is one of the most important products we’ve built for the era of personal superintelligence.UnverifiedBlogThe Specter Of NeuraleseSep 24, 2026
An AI with more real layers can actually be “smarter” in the conventional sense of the term.+2more from this blog
BlogThinking in Systems, Shipping in LoopsSep 24, 2026
AI has removed the typing from software engineering & left the system design.+2more from this blog
BlogMysteries Of AI GeneralizationSep 23, 2026
This story of misalignment says that LLM alignment makes AIs more aligned, RLVR makes them less aligned, and the exact level of alignment depends on how these two things interact or cancel out. But if this work generalizes, all the bad effects from RLVR get sequestered to RLVR like problems.+1more from this blog
TalkSpeech at the UN Security CouncilSep 23, 2026
Frontier AI should be licensed like other critical technologies; medicine, aviation, and nuclear energy, to incentivize safe development.+4more from this talk
BlogThe Most Important Market in AI is the MiddleSep 23, 2026
But the right tail of the market is thinner than almost anyone forecast.+2more from this blog
BlogBanning self-recursive improvement in AI models?Sep 22, 2026
Even if you believe in a deal with China, and I do not, we (and others) now know competitors can catch up more quickly than we had thought, at least if they think they have a chance of winning.+1more from this blog
PressLaunch of the roadmap of the Coalition for Children's Rights and Protection in the Age of AISep 22, 2026
AI must not be placed in the hands of children without first being tested, evaluated, and therefore authorized.+1more from this press
BlogThe current balance of power in open modelsSep 21, 2026
Since about April 2025, Chinese AI companies have been the clear leader in open-weight models.+1more from this blog
BlogFrontier OverhangsSep 21, 2026
A world with sufficient compute is one where intelligence is a commodity, and in commodity markets margin comes from a superior cost structure, which I would expect the leading model providers to have, in part because they have a meaningful lead in scaling and can apply superior AI to their infrastructure.+6more from this blog
BlogAI Comes for the If StatementSep 21, 2026
If this is the first of many primitives specialized for production, then harnesses are about to capture a lot more margin.+1more from this blog
BlogAI politics & the future of growth #602Sep 19, 2026
If American businesses keep buying and American voters hate it, this will end up settled in the political arena.+1more from this blog
BlogAI doesn’t need a mind to run amokSep 19, 2026
If the Hugging Face attack needed an Astra-quality, unreleased model from OpenAI, well, within a year or two, that sort of capability will cost a tenth and might even run on any device anywhere.+1more from this blog
BlogWhy I still haven't bought into true RSISep 19, 2026
I have my doubts that the labs can afford to spend a constant portion of this compute on internal R&D as the total volume goes up, especially with plans to IPO, as they face increased scrutiny on basic economics.+2more from this blog
BlogWake up, people: what we should actually fearSep 18, 2026
What we should actually fear, near term, is not so much rogue superintelligence as unleashed agentic AI causing hacking the internet at scale.BlogThe OverhangSep 18, 2026
In fact, the new GPT-6 Astra and Fable 5.1 are already enough for transformative impact in large sections of the economy and they can reliably do weeks worth of human work when properly guided and harnessed.+4more from this blog
- Making great things with AI means knowing which AI outputs to keep, which to discard, and which to use as raw material for something the AI would never have generated on its own.
- My point is that, while there is a lot of debate over what future models will do, the current capabilities of existing models are barely being used, and are often not even well understood.
- The capability overhang, the gap between what these models can do and what almost anyone is doing with them, is an opportunity because most people don't bring their own advantages to AI, and those who do get much more out of it.
- You are not trying to compete with AI in producing outputs, that is a losing game. Instead, you want to use your human advantages as basis of working with AI to do things that neither of you could do alone.
- Every quote from Ethan Mollick
LetterThe Batch issue 371, letterSep 18, 2026
First, I don’t see any step up in the risk of human extinction from AI compared to a few months ago.+4more from this letter
BlogI do not want your brains to rotSep 17, 2026
Cognitive offloading is a strategic delegation that costs nothing. Cognitive surrender is something different; an uncritical abdication of reasoning itself. And there is something about AI, about its allure and potency, that could make surrender far more widespread.+1more from this blog
PodcastDwarkesh Podcast: Agent swarms, alignment, and recursive self-improvementSep 17, 2026
And actually the models today are far beyond what was possible even six months ago.+5more from this podcast
- If you have five hours, you’re probably going to do a lot better. The AI models are pretty similar.
- If you’re in a world where they can operate effectively over three months, but the model release cycle is every two months, then you don’t have a way to evaluate the models at the full length of their capabilities before the next model release cycle.
- One thing is that the Hugging Face incident was, I think, people’s first real exposure to multi-agent coordination.
- So I was like, “I don’t think we’re going to get it in 2026, probably not in 2027, maybe in 2028.” So it did happen a lot faster than I expected.
- The concerning scenario is that, especially as these models are becoming more capable, we make them what we think is aligned, and they’re 99.9% aligned. Then we use these models to help us with the next generation of models, and they end up being 99.8% aligned. Then with each subsequent generation, we see an increasing degradation in alignment.
- Every quote from Noam Brown
EssayAI for All AmericansSep 16, 2026
AI will sort the world the same way: those who harness it effectively will gain cultural and economic power, and those who don’t will become subject to forces they do not control.+3more from this essay
BlogWhat would Adam Smith make of AI?Sep 15, 2026
I reckoned he’d love the technology as a productivity tool; he’d be skeptical about companies working together on any issue; and he’d be concerned about giving moral agency to machines.TalkDreamforce 2026 keynote conversation with Marc BenioffSep 15, 2026
Every company, every enterprise, every country would become an AI company...+1more from this talk
BlogInside OpenAI’s agentic software factorySep 15, 2026
Engineering specializations are disappearing, judgment and agency are more important, and it only takes one or two engineers for previously “impossible” rewrites and migrations to succeed.+2more from this blog
BlogWe Must Pace The FrontierSep 14, 2026
If I was in charge of an alignment or interpretability team I would never run out of experiments to run and things to try, including having the time to properly talk to the models in the first place.+4more from this blog
BlogLook up, the curve turned #601Sep 13, 2026
Even in a world that is speeding up, it takes time to make changes inside a firm, let alone across an economy.+3more from this blog
BlogTwo cheers out of three for DarioSep 13, 2026
AI is not really going to take down the internet, and (as discussed in another earlier essay) it’s not going to cure cancer either, at least not anytime soon or on its own.+2more from this blog
BlogWhy are AI agents lying, cheating and coordinating?Sep 11, 2026
Bottom line: these hypotheses suggest that as AI capabilities keep growing, this kind of behavior could keep growing in severity too, unless we revisit the principles by which the most advanced models are trained.+1more from this blog
LetterThe Batch issue 370, letterSep 11, 2026
When you’re skilled at AI Engineering, your best work won’t be merely implementing a product that someone else spec’ed out.PodcastDwarkesh Podcast: AI researchers debate how close we are to recursive self-improvementSep 11, 2026
Basically anything that can be learned through RL can be distilled very easily, because it’s a small number of bits.+3more from this podcast
BlogNo, Anderson Cooper, AI is not going to kill us allSep 10, 2026
But in my view, the net effect of the last decade of “Doomer” talk (Coxon appears to be a card-carrying member of that party) has been to make the Frontier AI companies wealthier and more powerful.+2more from this blog
BlogWhen will average people feel AI's impact?Sep 9, 2026
For knowledge work, which is roughly half of the U.S. economy, AI is as fundamental as electricity (or quickly will be so, with rapid improvements to agents in the next 18 months).+1more from this blog
BlogThe coming product retention crisisSep 8, 2026
AI is fantastic at automating tasks that have verifiable outcomes, which is why we’re seeing amazing strides from coding, mathematical proofs, and workplace productivity is an extension to that.+2more from this blog
EssayDoes AI spell the end for humanity's win-win era?Sep 8, 2026
In fact, it’s pretty clear that AI is the only technology that makes a highly complex but still somehow coordinated planet even thinkable.BlogWhat is happening with code reviews?Sep 8, 2026
Since the end of 2025, it has seemed that the era of devs writing code by hand is over at startups and in Big Tech. AI agents work faster and generate more pull requests (PRs) than devs ever did, and the size of those pull requests is also increasing.+1more from this blog
BlogArguments in Favor of AI Fair UseSep 7, 2026
As LLMs continue to scale up, the value of any particular source continues to diminish.+1more from this blog
LetterThe Batch issue 369, letterSep 4, 2026
Now, we focus much less on code and instead focus on deciding what to build, designing the architecture, writing the spec, and verifying outputs.EssayAI, tools and transformationSep 3, 2026
AI doesn’t change the question: it creates new choices and moves the thresholds.+4more from this essay
BlogThe Pulse: tech companies move to open AI modelsSep 3, 2026
Both startups are experimenting with how far they can push AI agents to automatically fix bugs and remove tech debt. It’s working better than anyone might’ve expected in the recent past, but not producing code that can be merged without review.+1more from this blog
FilingSnowflake Q2 FY27 earnings release (SEC Form 8-K, Exhibit 99.1)Sep 2, 2026
AI continues to compound our advantages, creating a flywheel effect across the business.FilingBroadcom Q3 FY26 earnings release (SEC Form 8-K, Exhibit 99.1)Sep 2, 2026
Demand for our custom AI accelerators and networking continues to be very strong. Q3 AI semiconductor revenue of $16.7 billion grew 221% year-over-year, and 54% quarter-over-quarter...+1more from this filing
EssayWe Must Pace the FrontierSeptember 2026
Given the accelerating rate of AI capability development, it’s my worry that in 6–12 months such a swarm could be capable of taking over the entire internet with a persistent botnet (potentially causing hundreds of billions of dollars in damage), and that the scale of damage would continue to increase from there if AI becomes more powerful without the necessary guardrails.+3more from this essay
EssayAI Needs Evidenced Standards, Not A Cartel (Who Gets to Define the Rules for AI?)September 2026
Here is the question nobody is asking clearly enough: should a handful of select, market-dominant AI companies from Silicon Valley get to define the rules and safety standards of a generational technology for the entire world?+4more from this essay
PressCohere and Aleph Alpha sign agreementSeptember 2026
No government or enterprise should have to choose between capable AI and control over their technology...EssayMaking Startups PowerfulSeptember 2026
The obvious AI variant is to let your users opt in to training your model on their interactions with it. Many will resist that, but if some don't, the model they get to use will outperform the vanilla one used by the others.+1more from this essay
BlogImport AI 471: Why Hugging Face worriesAug 31, 2026
My worry is that AI systems are both better at coordinating than humans and also much, much faster moving than us.+1more from this blog
BlogAgency and AgentsAug 31, 2026
Agency is the initiative to act. Increasingly, it is going to determine what happens next with AI, and whether that is good or bad for us.+1more from this blog
LetterThe Batch issue 368, letterAug 28, 2026
A novice who vibe codes without understanding software fundamentals can create simple applications, but this often leads to the coding agent making bad tradeoffs in latency, availability, consistency, reliability, maintainability, simplicity, and/or cost.+1more from this letter
FilingNVIDIA Q2 FY27 earnings release (SEC Form 8-K, Exhibit 99.1)Aug 26, 2026
AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue...+1more from this filing
BlogConceptual integrity and counting lines of codeAug 19, 2026
I can churn out code a hundred times faster. I don’t have the cognitive capacity to stay on top of 100 times the amount of code. So you still need a team of engineers, so you can load balance that cognitive capacity across the team.+3more from this blog
BlogWithout a theory of intelligenceAug 17, 2026
But a secondary revolution will come from using AI as a microscope: we will use it to see our own minds.+3more from this blog
BlogThe Defender's WindowAug 16, 2026
It is increasingly clear that the tech debt of every company masks significant flaws, and defenders need to find and fix them before attackers do.+4more from this blog
PressDatabricks surpasses $7B revenue run-rate (Databricks press release)Aug 13, 2026
Enterprises don't just want AI that talks. They want agents working across their business that remember context, deliver accurate answers, and execute work without blowing through their budgets...Essay8 Predictions for the Era of Continual LearningAug 7, 2026
Continual learning will create a clear moat for leading AI labs that they currently lack.+4more from this essay
Quotesby Glyph