Alex Rossie
I build companies and I fly aircraft. I write here about AI, markets, and history.
- Same model, same customer, same timeline: the frontier lab still lost
Palantir's Q2 8-K proves growth at software economics; only the earnings call supplies the cause. The better causal evidence arrived three months earlier: OpenAI paid four billion dollars for the layer Sankar says only Palantir has. On what a filing can certify, what a bake-off story can't, and why the engineer who closes got acquired instead of automated.
- The company selling 'safe AI agents' left its own front door checking a flag instead of a person
Manifold Security showed that Claude for Chrome never checks whether a click came from a person, only that one arrived. Eight releases and two months later the hole was still there, byte for byte, while Anthropic's own tracker read Resolved. What a permission gate is for, and what it costs to trust the flag instead of the artifact.
- A new MIT paper found the variable the AI-jobs debate keeps missing: the shape of the job
Five economists at MIT and Microsoft model AI automation as contiguous chains of steps, and all three of the model's predictions hold up in Claude-usage data. Skill still decides whether a step can be automated; adjacency decides whether the job around it gets swallowed. The ADP payroll gradient and a thriving radiology profession keep the claim honest.
- What the S&P 500 admits about AI (when the SEC is reading)
MIT FutureTech scored 510 S&P 500 firms on ten years of 10-K filings, the annual report a CEO personally certifies. Adoption quadrupled in three years, margins show a J, productivity shows only the dip, and the record cannot yet tell a payoff in transit from one that never comes.
- The nervous system of your codebase is a markdown file
A census of 2,853 repositories shows the file coding agents actually read is a plain markdown context file. Code is the musculature; the context file is the nervous system, and it earns its keep carrying the constraints the code cannot say about itself.