Recovering Entrepreneur. Board of @forgoodSA & @Witkoppen105. Now building HealthTech with a big hospital group. Love tech, travel, rugby, cricket, PS5. 🇿🇦🌍
Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. https://t.co/2zX5bHdhsa
The Braaibroodjie Index saw a new all-time high in May!
As of 31 May 2026 a braaibroodjie will cost you R22.72.
The past month saw a significant +24.3% price increase in Onions, bringing its year to date increase to +45.0%. Tomatoes were up +5.8% (+37.5% for the year).
Telkom went down for 6 hours on May 26.
Same day, 742,000 customer records appeared for sale on the dark web. National IDs. Support tickets. Internal agent notes.
A DDoS extortion campaign started May 19 — targeting SA telcos. Ransom? R16,000. Tiny. Attack costs? Tens of thousands of US dollars.
The math doesn't add up unless the real objective was data theft.
The outage wasn't a technical failure. It was cover.
Telkom hasn't confirmed. Hasn't denied. Hasn't said a word.
742,000 Telkom records. National IDs. Support tickets. For sale on the dark web.
The outage on May 26 was the smoke. This is the fire.
@TelkomZA when will you notify your customers? POPIA Section 22 requires it.
@InforegulatorSA has Telkom reported this breach yet?
@mybroadband@TechCentral why is no one talking about this?
#OnyxAudit #DigitalSovereignty
𝕏ø𝕏ø
@ParliamentofRSA@SAPoliceService
https://t.co/YrPBCTIGi4
https://t.co/6bSC0Gr12P
Let me trace the timeline here because nobody's connecting it.
Step 1: Scrape the entire internet. Every book, every article, every conversation, every piece of art, every forum post. Do it without asking. Do it without paying.
Step 2: Train a model on all of it. Call it "artificial intelligence."
Step 3: Go to BlackRock's Infrastructure Summit and announce: "We see a future where intelligence is a utility, like electricity or water, and people buy it from us on a meter."
Step 3 is where you sell people's own knowledge back to them. On a meter.
They took the collective output of human thought, compressed it into a model, and now they want to charge you by the token to access a version of what you and everyone you know already created.
One Reddit user put it perfectly: "They stole all this data from us, the people, our life's work, creativity, art, by devouring the internet and blowing through all copyright laws. Now they want to sell it back to us in the form of a utility."
Imagine if someone photocopied every book in the public library, burned the library down, and then opened a subscription service for the copies.
That's the metered intelligence business model.
And they're pitching it to infrastructure investors as though they invented water.
CEOs are uniquely prone to AI psychosis because they’re sufficiently distant from the last mile of work that still has to happen to generate most value with AI.
So when they play with AI, they see the happy path results, often not considering the next 10 or 20 things that have to happen to get sustainable results from agents.
“Look I made this awesome product prototype”. Yes but you didn’t have to review the code before it went into production and fix a bunch of issues.
“Look I generated a contract”. Yes but you didn’t verify all the terms before it goes out to the counterparty and didn’t have to wire up all the past contracts to work with.
The best thing you can do as a CEO is to use AI a *ton* to figure out the real implications of agents in the enterprise, and come out the other side with an appreciation for both the upside and the real work that goes into them.
Here’s everything you need to know about the Enhanced Games… 👇
I am Live commentating and analyzing the athletes protocols and measurements.
+ 42 athletes, many olympians
+ swimming, track, weightlifting
+ performance-enhancing drugs allowed
+ only FDA-approved substances
+ every protocol individualized
+ all athletes medically supervised
+ athlete enhancement optional
Substances used:
+ 91% testosterone
+ 79% human growth hormone (HGH)
+ 62% stimulants (Adderall, modafinil)
+ 50% metabolic modulators (Anastrozole)
+ 41% EPO
+ 29% anabolic steroids (Deca-Durabolin)
+ 5% hormonal support (hCG)
This is from aggregate data from a 12-week clinical trial of 36 of the 42 athletes.
Some of the athletes…
+ James Magnussen
+ Fred Kerley
+ Ben Proud
+ Kristian Gkolomeev
+ Thor Björnsson
The medical monitoring is unprecedented…
+ cardiology imaging
+ respiratory testing
+ organ health imaging
+ body composition analysis
+ musculoskeletal assessment
+ neurocognitive screening
+ genomic sequencing
+ biomarkers (blood, urine, saliva)
Enhanced Games may be the most quantified sporting event in history.
Compensation:
+ $25M in total athlete compensation
+ $500K prize purse per event
+ $250K to first place
+ $1M bonuses for breaking world records in the 100m sprint and 50m freestyle
I’ll be broadcasting Live as the Human Enhancement Expert.
I’ve reviewed:
+ their biomarkers
+ how their health changed
+ what their ‘enhancement’ is
+ their wearable data
+ their protocols
Most people think Enhanced Games is about unregulated drug taking. It’s the opposite: it’s possibly the most quantified and medically supervised sporting event.
See you tomorrow night.
Better framing than Coinbase. Lots of truths in here. But also a whole lotta key man/woman dependencies.
Thought exercise. Imagine any large SA corporate through this lens?
Today we reduced headcount by 22%. The business is the strongest it's ever been. So I think it's important to be direct about what I'm seeing and why.
First, I made this decision and I own it. I did it because the way to operate at the highest level of productivity is changing, and to win the future, ClickUp needs to change with it.
Second, this wasn't about cutting costs. Most savings from this change will flow directly back into the people who stay. We'll be introducing million-dollar salary bands. If you create outsized impact using AI, you'll be paid outside of traditional bands.
Most importantly, I have the deepest gratitude for those affected. We're doing this from a position of strength specifically so we can take care of people properly. Everyone affected receives a package aimed at honoring their contributions and easing the transition.
I only see two options: wait for this to play out gradually in the market or be honest about what I'm seeing and act proactively.
THE 100X ORGANIZATION
The primary change is that we're restructuring around what I call 100x org. The goal is 100x output. The roles required to build at the highest level are fundamentally different than they were a year ago.
Incremental improvements to existing systems won't get us there. We need new ones. That means creating enough disruption to rebuild rather than iterate on what's already broken.
The common narrative is that AI makes everyone more productive. It doesn't. Many of the workflows of today, if left unchanged, create bottlenecks in AI systems.
These roles will evolve. But waiting for that to happen naturally means falling behind now.
The 100x org is actually heavily dependent on people - infinitely more than today. This is only possible with 10x people that have embraced and adopted new ways of working.
THE BUILDERS, AGENT MANAGERS, AND FRONT-LINERS
— THE BUILDERS: 10X ENGINEERS
I don't think most companies have internalized what's actually happening with AI in engineering. The common narrative is that AI makes all engineers more productive. That may be true in isolation, but at an organization level - that is the farthest thing from reality.
Here's what we've validated recently at ClickUp: the great engineers, the ones who can orchestrate, architect, and review, are becoming 100x engineers. They're not writing code. They're directing agents that write code. The skill is judgment.
AI makes the best engineers wildly more productive, and everyone else using AI slows these engineers down.
Think about it - the bottlenecks are (1) orchestration - telling AI what to do, and (2) reviewing - what AI did. Everything is leapfrogged and no longer needed.
So who do you want orchestrating and reviewing code?
And how do you want your best engineers to spend their time?
If your best engineers are spending time reviewing other people's code, then this is inherently an inefficient bottleneck. These engineers can review their agent's code much faster than reviewing human code.
The new world is about enabling your 10x engineers to become 100x.
The wrong strategy is to push every engineer to use infinite tokens. Companies doing this are celebrating 500% more pull requests. But customer outcomes don't match the volume of code being generated.
I call this the great reckoning of AI coding, and every company will face this soon if not already.
More code is just another bottleneck to the best engineers, and ultimately to your company's impact as well.
— THE BUILDERS: 10X PRODUCT MANAGERS
Product management and design roles are merging.
Designers that have customer focus, become more like product managers.
And product managers that have intuition for UX become more like designers.
The bottleneck of user research is gone. It takes us just one mention of an agent to kickoff research and analyze results.
The bottleneck of product <> design iteration is also gone. The product builder iterates on their own, along with agents and skills that ensure alignment with quality and strategy.
Also controversial today - I believe that the wrong strategy is to have your PMs shipping code - that just introduces another bottleneck that the best engineers will waste their time on.
To be clear, PMs should be coding but they should do this in a playground to iterate, validate, and scope. That code should not go to production.
Everything outside of managing systems, orchestrating AI, and reviewing output becomes a bottleneck.
That's why the other roles that are critical along with these are the systems managers (to reduce bottlenecks) along with a bottleneck you can't replace - customer meeting time.
— THE SYSTEM MANAGERS
Ironically, the people that automate their jobs with AI will always have a job. They become owners of the AI systems - agent managers. We have many examples of these people at ClickUp.
The underlying systems in which we operate are absolutely critical to get right. I think most companies are delusional to think they can iterate on existing systems and compete in this new world.
You must create enough disruption so that old systems are deprecated entirely. If there's any definition for 'AI native' that's what it is.
— THE FRONT-LINERS
In a world that will become saturated with AI communication, the human touch will matter more than anything to customers.
This is a bottleneck that you shouldn't replace - even when agents are high enough quality to do video meetings.
One-on-one meeting time with customers is something that shouldn't be automated. The systems around the meetings should be - so that front-liners spend nearly 100% of their time with customers.
REWARDING 100X IMPACT
In a world where companies are able to do so much more with less, where does that excess money go?
In our case, much of the savings in this new operating model will flow directly back to those that enabled it.
We must reward people that create productivity accordingly. This aligns incentives on both sides. Plus, in a world where your best people create 100x impact, you can't afford to lose them.
You should aim to retain these employees for decades. The context they have and their ability to efficiently orchestrate and review will be nearly impossible to replace.
Compensation bands of today should be thrown out the door. We're introducing $1 million cash/year salary bands with a path available to nearly everyone in the company if they produce 100x impact by creating or managing AI systems.
THE FUTURE
Nearly every company will make changes like these. The ones that do it proactively will define what comes next.
The future is not fewer people. It's different work, new roles, and better rewards for those who embrace it. We're already seeing entirely new roles emerge, like Agent Managers, that didn't exist a year ago.
ClickUp is positioning to lead this shift, not just internally, but for our customers too. I've never been more certain about where we're headed.
I mean... I'm so glad we're concentrating on the big things with these Apple software updates 🤣
7gb and I get 8 new emoji and some unlisted stuff.
Winner winner, chicken dinner.
Update: This employee was laid off.
"It is a huge financial bummer but the rest of it is honestly great. I’m definitely relieved."
https://t.co/d2nHgTsIe2
If someone maxed out their TFSA every single year since launch (1 March 2015) and now have around R1.5 million, they’ve done exceptionally well.
Let’s look at the actual numbers:
The Timeline & Contribution Limits:
2015 – 2016: R30,000 / year
2017 – 2019: R33,000 / year
2020 – 2025: R36,000 / year
2026 – Present: R46,000 (Thanks to the recent budget increase!)
If they perfectly deposited their max allowance on day one of every single tax year, their total lifetime contributions sit at R421,000.
▪️ The Return Math: To turn R421,000 of staggered, annual deposits into R1.5 million by today, this investor would have achieved an annualized return (IRR/CAGR) of 𝗿𝗼𝘂𝗴𝗵𝗹𝘆 𝟭𝟴.𝟮% 𝗽𝗲𝗿 𝘆𝗲𝗮𝗿.
To maintain an 18%+ return over an 11-year period is massive. 🔥
How did they do it?
Since regulations restrict TFSAs to Collective Investment Schemes (no single shares allowed), they had to pick the right diversified funds. To hit an 18% average, they likely went heavy into high-growth global equity unit trusts or tech-concentrated ETFs (like the Nasdaq 100) that completely outpaced the broader market over the last decade.
Well done!!