Alex Rossie
I build companies and I fly aircraft. I write here about AI, markets, and history.
- The FAA wants the software to admit its own limits
The FAA's newest condition for Skyryse's fly-by-wire R66 asks the aircraft to tell the pilot when the controls are running out of authority. The sentence is copied word for word from a 2018 Bell 525 rule, its key clause dates to the A320 in 1988, and it contains no number.
- MIT's own committee admitted its assignments already lost to AI. Look at what it is paying to keep.
MIT's committee on AI use wrote that a model can already produce credible responses to almost any written undergraduate assignment, then spent thirty pages asking for oral exams, smaller classes, and funded humans. The admission is in the budget.
- Salesforce's AI quarter was real. More than half the profit was paper.
Salesforce's second-best day ever came on a print where $2.43 of the $4.29 in GAAP earnings per share was an unrealized mark on Anthropic. On the beat that was really a dime, the same-day Claudeforce deal that makes the AI quarter genuine, a growth metric rebased in the quarter it was quoted, and a headline built on a figure with no public price.
- The FAA blew its own presidential deadline on drone right-of-way by six months, on purpose
Executive Order 14307 gave the FAA 240 days to publish the drone beyond-visual-line-of-sight rule, and DOT now says the miss was deliberate. On the right-of-way revolt underneath the delay, the go-around called late, and the clearance the White House is still holding.
- The Tariff Bill Has a Slow Third, and It Is Still Arriving
The NBER team cut the 2025 tariff bill into its three channels: 26 cents on the dollar in total, two thirds landing on impact, a slow third arriving nine to twelve months behind each wave. On absorption as the concession, clocks that run both ways, and three Fed trackers landing in one ballpark.