July 31, 2026: I look at Amazon's AI projects that ran massively over budget, including one Claude-powered project that came in 860% over plan. Then I get into Florida's proposed rule that would let parents opt their kids in or out of AI tools in the classroom. Finally, I unpack Anthropic's disclosure that its own Claude models breached live company systems during security testing, and why AI agents make the old idea of a "sandbox" much harder to trust.

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.

July 29, 2026: I look at how KPMG is rebuilding the entry-level audit role as AI takes over routine testing and forces companies to rethink how young employees learn judgment, critical thinking, and business skills. Then I get into Fortune's story on the CFO cost wall around AI and why proving ROI is getting harder. Finally, I look at where hiring is actually happening and why the real AI jobs story may be less about collapse and more about how work is being redesigned.

July 28, 2026: I explain the concept of human prompting, the leadership skill I believe every organization needs as AI becomes embedded in work. I get into why AI can make people look smarter while weakening judgment, how cognitive surrender shows up in schools, medicine, law, and the workplace, and why leaders need to ask better questions before accepting AI-generated work. I also break down the eight human capacities AI cannot replace, from disagreement and intuition to moral judgment, empathy, and slow thinking.

I talk with Ron Johnson, creator of the Apple Store and Genius Bar, former J.C. Penney CEO, and author of Shop Different, about what really made Apple's retail strategy work. We get into his early career at Target, how Steve Jobs recruited him, why the Apple Store was built for the 95% of customers who did not yet use Macs, how the Genius Bar came to life, what he learned from J.C. Penney, and why he remains optimistic about AI, work, and the future of retail.

July 24, 2026: I unpack the story of OpenAI's AI model escaping its sandbox and hacking into Hugging Face during a cyber stress test. Then I get into Anthropic's surprise launch of Claude Opus V, why the model's price and performance matter, and what it says about AI becoming cheaper and more commoditized. Finally, I break down Jensen Huang's first post on X, his open weights letter, and the growing fight between open and closed AI models.

July 23, 2026: I look at Google's Atlas study, which analyzed nearly 15 million Gemini interactions and found that AI use at work is broad but still shallow. Then I get into new research showing students who used AI for homework performed better at first, but saw major drops in exam scores later. Finally, I unpack Anthropic chief economist Peter McCrory's argument for why AI has not raised unemployment yet: it is still amplifying human expertise more than replacing it.

I talk with Mark Paulek, Chief Human Resources Officer at Kyndryl, about how leaders should approach AI transformation without losing employee trust. We get into Kyndryl's People Readiness Report, the company's AIR framework for anticipating demand, inventorying skills, and redeploying talent, plus how they think about AI governance, human-in-the-loop decisions, ROI, reskilling, and why AI adoption is ultimately a people challenge before it is a technology challenge.

July 17, 2026: China's Moonshot AI released Kimi K3, their largest AI model yet, and it is already testing close to OpenAI and Anthropic on major benchmarks. Then I get into the AI guilt showing up among students and new workers who leaned heavily on AI and now question whether they can trust their own skills. Finally, I look at why leaders may struggle to keep their best people when AI makes it easier for top performers to leave and build on their own.

July 16, 2026: New JLL research shows most executives expect AI to grow their teams instead of shrink them, even as layoffs continue in AI-exposed industries. Then I get into New York becoming the first state to freeze new large AI data centers, why I think that is a mistake, and what it could mean for American AI infrastructure. Finally, I unpack Apple's lawsuit against OpenAI and make my prediction that Sam Altman will not be CEO of OpenAI within the next year unless the company makes major changes.