Jack Fortner

UB ‘23 Finance/Politics- Views are my own

[Jack Fortner @JackFortner6]

@growthrapidly $NOW

[Kevin Sorbo @ksorbs]

Reminder that this is what Obamacare did to the healthcare system in the US

[Aakash Gupta @aakashgupta]

90% of American businesses still don’t use AI in production. That single number reframes this entire post.

An AI startup CEO wrote 5,000 words comparing AI to Covid in February 2020. His argument: he describes what he wants built in plain English, walks away for four hours, comes back to finished software. He says every white-collar job faces the same experience within 1-5 years. Millions of people are sharing it as a wake-up call.

The capability trend he’s describing is real. METR, the independent research org measuring AI task completion, shows the length of tasks AI handles autonomously has been doubling roughly every seven months. The models released in early February represent a genuine step change for coding work specifically. If you build software, you’ve felt this.

Here’s what the post skips entirely. Anthropic’s own economic research, published with Census Bureau data, shows AI adoption among US firms went from 3.7% in fall 2023 to 9.7% by August 2025. Two years of the fastest capability improvement in computing history, and fewer than one in ten businesses use AI in production. ISG’s 2025 enterprise study found only 31% of AI use cases reached full production. Lucidworks surveyed 1,600 AI leaders and found 71% of organizations have introduced generative AI, but only 6% have implemented agentic AI, the autonomous agent capability this post describes.

This tells you everything about where the bottleneck actually sits. It moved from “can AI do this task” to “can our organization deploy it.” That second bottleneck runs on procurement cycles, compliance reviews, data infrastructure buildouts, change management, and institutional trust. None of those compress the way model capabilities do.

The pattern repeats throughout technology history. ATMs deployed widely starting in the 1970s. The number of US bank tellers increased until 2007, three full decades later, because ATMs made branches cheaper to operate, which expanded total branch count. Electricity took 30 years to reshape manufacturing after the first power plants went live. Factories had to be physically redesigned around electric motors instead of steam-driven belt systems. The resistance wasn’t technological. It was architectural.

What makes this interesting for your career: the deployment gap is the opportunity. The Deloitte 2026 AI report found only 34% of companies are reimagining their business around AI. 83% of AI leaders report major concerns about generative AI implementation, an eightfold increase in two years. The organizational machinery moves at a fraction of the capability speed.

The people who gain the most from AI over the next three years aren’t the ones panicking about replacement timelines. They’re the ones who understand that slow enterprise adoption creates a massive window to become the person who actually knows how to use these tools. That window is real and valuable. It exists precisely because adoption is slow, which is the opposite of the premise driving the panic.

The capability curve is exponential. The deployment curve is logarithmic. The distance between those two lines is where the actual opportunity lives.

[Jack Fortner @JackFortner6]

@BenSasse So so sorry to hear this. I have long admired your principles Senator. May god bless you and your family.

[Anthony Pompliano 🌪 @APompliano]

Gold new all-time high after bitcoin new all-time high last night.

Do you get it yet?

Your crazy uncle was right all along.

[Anthony Pompliano 🌪 @APompliano]

The easy thing to do right now would be to embrace the consensus view.

You can claim the administration doesn't know what they are doing. You can scream about the stock market going down and fear-monger about a recession.

Or you can do the hard thing — take the time to study how tariffs have worked in the past.

The evidence is overwhelming that the mainstream understanding is flawed.

For example, tariffs are not inflationary. They create jobs and actually drive consumer prices down.

You wouldn't know that without doing the work though.

Don't take the easy path. Seek the hard path. That is where the truth is.

[Anthony Pompliano 🌪 @APompliano]

My friend went to the doctor recently.

Doctor diagnosed them with a serious issue.

Friend took the medical scans and uploaded to ChatGPT.

ChatGPT diagnosed friend with something different and much lower risk.

Friend sends ChatGPT results to doctor.

Doctor confirms they made a mistake and ChatGPT is right.

Insane situation.

But obvious where the world is quickly going…

[Anthony Pompliano 🌪 @APompliano]

The stock market is flat over the last 6 months and traditional investors are acting like the world is ending.

Insane.

[Anthony Pompliano 🌪 @APompliano]

To all the people saying tariffs don’t work, here is TSMC saying they are going to invest $100 billion in the US, build 5 new facilities, and create 20,000 American jobs.

Probably just a coincidence.

[Jack Fortner @JackFortner6]

@oguzerkan Why not $GOOGL? Why Class C over Class A

[Anthony Pompliano 🌪 @APompliano]

Every boss in the world asks their employees for weekly updates.

Here is the secret though...

The most productive employees are excited to report what they did, while the unproductive employees complain about it.

We need more productive people who don't complain.

[Bob Lonsberry @BobLonsberry]

You know, writing down five things you accomplished last week is not a bad idea. Neither is writing down five things you'd like to accomplish this week. Evaluating performance and setting goals are great tools for personal growth and improvement.

[Anthony Pompliano 🌪 @APompliano]

It is hilarious that people are upset DOGE has access to private information, but they never cared when some faceless, unelected bureaucrat had the same access.

At least the new group is publicly posting a status report every day, rather than operating in the shadows.

[Anthony Pompliano 🌪 @APompliano]

Back in 2021, @saquon Barkley chose to take all of his endorsement money in bitcoin.

The price was around $35,000 then.

Safe to say that was one of the best financial decisions an athlete has made in history.

Wishing him the best for the Super Bowl today.

[Jack Fortner @JackFortner6]

@RepDavidValadao @SteveScalise Congrats!

[Mark Cuban @mcuban]

If there is nothing to hide. Hide nothing

Financial Transactions are not the only transactions. And transactions are not the only data being accessed.

We have no idea what data is being accessed or how it's being consumed.

We have no idea how code is being changed.

If there is nothing to hide. Hide nothing

[Anthony Pompliano 🌪 @APompliano]

It should not be controversial to create a more efficient government that doesn’t waste taxpayer money.

[Anthony Pompliano 🌪 @APompliano]

We should stop calling them tariffs and simply call them what they are — taxes.

Make foreign countries pay our taxes, so Americans don’t have to.

Powerful idea.

[Anthony Pompliano 🌪 @APompliano]

The theme of the next 4 years will be “do your job.”

Entrepreneurs must innovate to solve society’s problems.

Central bankers must control inflation.

Home builders must create more housing.

Law enforcement must enforce the law.

Border patrol must secure the border.

Politicians must represent the will of the people.

Stop the nonsense and remind everyone to simply do their job.

[Anthony Pompliano 🌪 @APompliano]

There are too many investors crying about Deepseek.

American excellence is about winning in the free market.

Stop complaining. Start competing.