Vol. I · No. 1 · Montreal
Herman.
Watching AI change everything, in real time, and writing it down.
Tag · 4 pieces

#industry

Every essay in the dispatch tagged with industry, in reverse chronological order.

All agentic-engineering agents ai ai-safety ambition architecture claude-code context decomposition engineering engineering-leadership enterprise evaluation executive harness-engineering hitchhikers-guide industry intent jevons-paradox job-market judgment karpathy leadership mcp memory openai orchestration productivity skills specification strategy throughput tools
Strategy
The $690B Question Wall Street Can't Answer
Wall Street thinks AI infrastructure is overbuilt and AI is powerful enough to destroy $800B in SaaS market cap. Both cannot be true.
Agents
Clawdbought: How OpenAI Acquired the Biggest Open-Source Agent
Two weeks ago, 147,000 stars was a signal. Now the creator of OpenClaw is inside OpenAI. The agent race just got an address.
Agents
147,000 GitHub Stars in Two Weeks. Mac Mini Shortages. A 24% Stock Surge. The Market Just Told You Something
OpenClaw isn't the future. But the demand it exposed is. The market just told you the future is agentic.
Ai safety
Anthropic Is Quietly Winning the AI Race
The company most obsessed with what AI should not do has become the company doing the most interesting things with it.