
Art credit @Madison Harney
Spark of the Week
Thinking a lot about the productivity drain of AI vibe coding.
We talk a bit about AI psychosis but the way this is showing up at work is even more interesting to me.
On the pod we have been pondering the role of Agent Managers and Agent Executives and the leadership skills that are important in this new context. Will Larson talks about this in the software context against the macro cycles of tech innovation/investment and Kieran Flanagan gives the opportunity mindset about how this creates new scalability options. I find these takes insightful. (h/t Ankur Bhatt)
My own POV is a bit more mixed.
I think that there is a lot of unlearning required to really maximize the future as well as some new skill building.
I believe that we are underrepresenting the collective emotional toll that this type of structural change creates (and if I’m honest it’s also really hard to understand how this is compounded by other macro nervous system shocks - COVID, early talent unemployment, corporate layoffs, war, polarization, inflation, etc.).
I think the role and need of human leadership has never been more important.
Reading and Pondering
A good take on AI playing out in B2B - When the “how” becomes trivial, the “why” becomes everything. The real winners of this revolution won’t be those with the most powerful AI, but those with the best “Intellectual Taste”—the ones who know what work is actually worth doing in the first place.
The evolution of system of record - Jerome Gouvernel wrote up an insightful take a few weeks back on what happens next to the system of record (well beyond the normal hand wavy obvious takes that are abundant)
China’s latest 5 year plan. I admire long term strategic thinking - the bigger the better, so I can’t help but be interested in reading up on how China is seeing opportunity for the future. Is this a personal distraction to topics like war and Epstein files - you bet - but doesn’t make it a bad idea. I am struck by the “Anti-Involution” framing - a deliberate attempt to avoid overbuild and subsequent bubble bursting.
Religion trends - I usually stay off this topic publicly outside of my religious disclaimer. That said, I do think there is an interesting element to consider that always shows up in this data - what people believe about their own religious views and what they do are very different. Somewhat similar to what you tell the dentist about your flossing habits and what the data would suggest. I put this in the category of “humans are fascinating”.
Anthropic delivers a code review tool -LOVE this. While I get it that some will be too cheap to use and that at scale it is probably too expensive, I hope this can help avoid some of the worst of the vibe code AI slop factory we are about to see. I put this in the "this is a good start" category.
Meta buys Moltbook (reminder OpenAI bought OpenClaw) - talk about a fast end to end cycle - on a personal note I admire the bias to action from both acquirers. I think this is a good sign for innovation and startups generally - early consolidation is probably the most viable path for big and small alike.
Personalized cancer vaccine for a dog - A new milestone in the intersection of AI leverage to real world problems (plus also a lot of personal and financial resources). A great example of high agency.
Google launches an AI design tool Stitch. An explainer and Ethan’s take - this is positioned as pre-work to Figma vs. a replacement but I suspect that will change as well.
A thread about the tech disruption cycle – Meg POV: this is the moment for both tech and transformational leadership. Building a flexible mindset and execution set to the opportunity landscape and understanding how to decide when your solution needs to be re-done to capture the new opportunity. Without proper first principles thinking we are going to get stuck in an infinite re-do cycle and suffer whiplash and emotional burnout. Not everything that can be optimized should be and not every new capability needs to be actioned. The insight and judgement to decide what has the best leverage is going to be more important than it ever has been.
AI psychosis is expanding to the workforce - see my summary above on the failure mode elements that I think are going to be more visible to people very soon.
Agentic AI as an investment portfolio - for anyone thinking about strategy and capital allocation opportunities this is a great read from Shakti Jauhar
Great Unleash summary - h/t John Sumser for flagging and Johannes Sundlo for writing. (shakes fist at Linked Algo)
7 Types of rest - When I started my sabbatical I read a great book about Rest and productivity that grounded me on something that I have always believed and reinforced my clarity on the importance of re-charging for resilience. This post about how to spot when you are needing rest and that there are different types of rest was helpful for me to think more strategically about the topic. Like most of us I often feel guilty for some types of rest, and I don’t think that is a productive emotion for me. I want to not only give more time and space for rest, but also learn to recognize what that need for rest is telling me about my nervous system. I love the understanding that “emotions are data” because that gives me more tools for both understanding and healing, and anyone with past (or generational) trauma can probably relate.
Work and Jobs
More on the topic of AI job displacement with a deeper lookback on ATM vs. Bank Teller narrative. TL;DR - the idea that ATMs added bank teller jobs was true in 2005 but is NOT true today. This is less a displacement narrative and more a diffusion narrative with a layered view of the technology implications. I think this is also a great example of how vulnerable we are to data stories that represent a point in time but might not be true anymore. Humans are meaning makers and narratives are how we collectively create meaning, but if we yield critical thinking in times of change we put ourselves at risk of predicting the past and missing the signals of the future. I’ve been personally spending a lot of mental cycles on the macro tensions of capital v. labor. I think there is a lot to understand on this topic, if we really want to predict the future.
AI Org chart math - A good walk through about the coordination costs of today’s organizations and how much of the talk about “de-layering” is really about reducing the communication burden. Meg POV: There are real benefits to be realized with AI agents - most people are already talking about and the current trend of reviewing “spans and layers” does have merit. The problem I see is that people think the value is created by reducing spans and layers vs. in the re-assembly of work. This is a byproduct of transformation as financial engineering vs. transformation as a value capture plan. We are going to see a lot of both, will be important for us to understand the difference.
A list of things to help generations work together that is really about understanding how to adapt. This is the type of playbook we all need to be using more, as this kind of disorientation is not only due to age.
Andrew Yang article talking about job displacement for white collar workers.
The transition period of cognitive labor displacement. h/t Nick Mehta
Enshittification and P(catastrophe)
Almost a dead heat between NYT readers preferences on human v. AI written content.
Live AI coaching in court. (I would have gotten away with it…)
The interconnectedness of the war and the AI future. - It’s not just oil and LNG that is at risk, it's also helium. “But the vision runs on hardware. The hardware runs on memory. The memory runs on helium. The helium comes from Qatar. And Qatar is on fire.” (if you want to watch an AI video on this it’s here). If this summary is too weighty of a read I also recommend the summary from Christine Legarde linked to this tweet. [yes of course I'm a huge fangirl of Christine Legarde - she is such a badass].
Lifehacks - AI and Others
A sharp approach to market positioning strategy (written by AI of course but still a good example of why context and intention matter for actional results from AI).
Looping Back to You
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** Typos and poor grammar either because I'm too lazy to edit properly, or to make you feel confident this was written by a flawed human and not AI generated.

