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.
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
Scott Bessent spent 20 years at Soros betting against governments that destroyed their own economies.
Now he IS the US government's economic policy.
56-min and you'll understand every major macro decision coming out of Washington in 2026
bookmark - the most interesting Treasury Secretary interview in a decade
⚡️ World’s largest shipping firm invests in Ukrainian port near Odesa despite war risks.
The Swiss-headquartered Mediterranean Shipping Company acquired a stake in the TIS container terminal in Ukraine's Pivdennyi Port, one person with close knowledge of the deal confirmed to the Kyiv Independent, who was granted anonymity to discuss closed talks.
https://t.co/9jlTJOIr27
Two economists just published a mathematical proof that AI will destroy the economy.
Not might. Not could. Will — if nothing changes.
The paper is called "The AI Layoff Trap." Published March 2, 2026. Wharton School, University of Pennsylvania. Boston University. Peer reviewed. Mathematically modeled.
The conclusion is one sentence.
"At the limit, firms automate their way to boundless productivity and zero demand."
An economy that produces everything. And sells it to nobody.
Here is how you get there.
A company fires 500 workers and replaces them with AI. A competitor fires 700 to keep up. Another fires 1,000. Every company is behaving rationally. Every company is following the incentives correctly. And every company is building a trap for itself.
Because the workers who were fired were also customers.
When they lose their jobs faster than the economy can absorb them, they stop spending. Consumer demand falls. Companies respond by cutting costs — which means automating more workers — which means less spending — which means more falling demand — which means more automation.
The loop has no natural exit.
The researchers tested every proposed solution. Universal basic income. Capital income taxes. Worker equity participation. Upskilling programs. Corporate coordination agreements.
Every single one failed in the model.
The only intervention that worked: a Pigouvian automation tax — a per-task levy charged every time a company replaces a human with AI, forcing them to price in the demand they are destroying before they pull the trigger.
No government has implemented this. No major economy is seriously discussing it.
Meanwhile the numbers are already tracking the curve. 100,000 tech workers laid off in 2025. 92,000 more in the first months of 2026. Jack Dorsey fired half of Block's workforce and said publicly: "Within the next year, the majority of companies will reach the same conclusion."
Nobody is doing anything wrong. Companies are following their incentives perfectly. That is exactly the problem.
Rational behavior. At scale. Simultaneously. With no mechanism to stop it.
Two economists built the math. The math leads to one place.
Source: Falk & Tsoukalas · Wharton School + Boston University ·
Admitting that you were texting with Iran while you were lobbying the president in the White House against fighting Iran, and expecting to be seen as the victim…might be the new definition of insanity.
Australian tech entrepreneur Paul Conyngham explains how he used ChatGPT/AlphaFold (spent $3,000 with no biology background) to create a custom MRNA vaccine to treat his dog’s cancer tumors. Unreal.
Soldiers in the Middle East are about to go through a transformational up-skilling in drone warfare and counter-drone operations and technology. We should be grateful that #Ukraine, still fighting a war of survival, provides this assistance in people, tech and the intellectual aspects of drone warfare.
Three sources tell 60 Minutes that undercover agents purchased a miniaturized microwave weapon from a Russian criminal network. Secret U.S. military lab testing of the device on rats and sheep has resulted in symptoms similar to Havana Syndrome, a confidential source says. https://t.co/APrnWVh6FP
Researchers say they’ve identified three types of parents of mass shooters: those unaware of warning signs, those who seek help but lack support/resources, and those who were complicit. https://t.co/FoS0Zsa3gt
@signulll We now get a lot more at a more fragmented quality.
Related, i often feel that by depending on fewer people nearby we also received less meaning that used to satisfy our social needs. This somehow relates to crisis of meaning in modern humans
Berkeley/Rockridge residents: @nabeel and I are opening a board game social club by Star Market called Tabletop Library this fall.
If you're interested in joining: https://t.co/FHzEceKFxw @BerkeleyTTL
This has been a great side project for experimenting with AI - we talked about that on the How I AI podcast this week: https://t.co/wFM4qoZz3D