Recently, I sat down at a table full of CFOs, and the question came up: How are you forecasting compute spend in the age of AI? Most times at these rounds, the conversation is vibrant. Lots of folks eager to weigh in. But this question left everybody stumped. And when they did talk, it was more complaints and confessions. One CFO admitted he’d unintentionally personally spent $100k in a single month building with agentic AI. The general mood around the table was stress. But then something...

I keep hearing the same fear-mongering online lately: "Learn AI before someone who knows AI takes your job!" But something about this line just makes my brain feel itchy. It takes me back to a strategy class at NYU, where we learned the resource-based view from a clip of The Wire. In the clip, Wallace marvels at whoever invented the chicken nugget. Surely that guy must be really rich. D'Angelo turns to him and explains that of course not — he's just a cook in a basement somewhere, probably...

If I'm learning one thing this month about experimenting with AI in 2026, it's this: In a world of emergent technology, no one experiment with one tool at one time provides a complete picture of the landscape. Last week, after posting about AI sucking at Excel, a few things happened at once: I got explicit approval from one client to plug their financial data into AI A CFO peer told me how they're successfully using AI for Excel work Claude released a much more powerful model, Opus 4.7 The...