Meta's AI Bet Gets Expensive, AI Fund Sells Portfolio After Drop & PwC's Fake AI Citations

Meta's AI Bet Gets Expensive, AI Fund Sells Portfolio After Drop & PwC's Fake AI Citations

July 30, 2026: I look at Mark Zuckerberg's argument that AI superintelligence should be for everybody, and why Meta's falling operating margin and massive AI spending tell a more complicated story. Then I get into Leopold Aschenbrenner's AI hedge fund selling its public portfolio to Citadel after a brutal reversal in AI infrastructure stocks. Finally, I unpack the Financial Times report on PwC publishing fake AI citations and why fabricated sources may become one of the biggest credibility risks in the AI era.

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Who Watches Anthropic's AI Watchdog? Why Authenticity Fails at Work, & Zuckerberg Says the Market Can Keep AI Safe

Who Watches Anthropic's AI Watchdog? Why Authenticity Fails at Work, & Zuckerberg Says the Market Can Keep AI Safe

September 16, 2026: I look at Anthropic's push for independent AI evaluators and why its preferred watchdog, METR, raises questions about conflicts, trust, and regulatory capture. Then I get into why ...

16 Sep 34min

Time to Kill AI? Anthropic Wants AI Slowed, Oracle Cuts Jobs, & Leaders Face a Civics Crisis

Time to Kill AI? Anthropic Wants AI Slowed, Oracle Cuts Jobs, & Leaders Face a Civics Crisis

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14 Sep 43min

AI Created 1M Jobs, Student Scores Hit Record Lows, and Anthropic's AI Panic Grows

AI Created 1M Jobs, Student Scores Hit Record Lows, and Anthropic's AI Panic Grows

September 11, 2026: I look at The Economist's analysis showing AI has created roughly 1 million American jobs so far, while the predicted jobs apocalypse still has not arrived. Then I get into the lat...

11 Sep 42min

Anthropic Researcher Quits Over AI Extinction Fears, OpenAI Agents Claim a Math Breakthrough, & the Panic Behind the Headlines

Anthropic Researcher Quits Over AI Extinction Fears, OpenAI Agents Claim a Math Breakthrough, & the Panic Behind the Headlines

September 9, 2026: I unpack the viral resignation of Anthropic researcher Jacob Coxon, who warned that AI labs are racing toward self-improving superintelligence and gambling with human lives. Then I ...

9 Sep 46min

How To Lead A Multi-Year AI Transformation and the Critical Middle of Change

How To Lead A Multi-Year AI Transformation and the Critical Middle of Change

I talk with Adam Kautzner, President of Evernorth Care Management and Express Scripts and EVP of Customer Personalization for The Cigna Group, about what it takes to lead a major multi-year transforma...

7 Sep 44min

OpenAI's GPT-6 Astra, the Surprising Jobs Boom, and the Question of Whether AGI Has Arrived

OpenAI's GPT-6 Astra, the Surprising Jobs Boom, and the Question of Whether AGI Has Arrived

September 4, 2026: I look at OpenAI's new GPT-6 Astra model and why even powerful AI agents still may not be ready to take over full jobs. Then I get into the August jobs report, which came in far str...

4 Sep 24min

Uber's 10% Workforce Cut, Employers Fight AI Interview Fraud, & iFood Builds a CEO Digital Twin

Uber's 10% Workforce Cut, Employers Fight AI Interview Fraud, & iFood Builds a CEO Digital Twin

September 2, 2026: I share key lessons from my CHRO session with iFood CEO Diego Barreto, including why he is investing in AI even with negative ROI, how he built a digital twin, and how iFood is reth...

2 Sep 35min

Why Enterprise AI Adoption Is Failing: AI Sprawl, Low Trust, and the ROI Problem

Why Enterprise AI Adoption Is Failing: AI Sprawl, Low Trust, and the ROI Problem

I talk with Ofir Bloch, SVP of Corporate Marketing at WalkMe, about why enterprise AI adoption is harder than buying tools and handing out licenses. We get into WalkMe's State of Digital Adoption rese...

31 Aug 53min

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