I would love to work at Thinking Machines. It would be a dream. Working at a cutting edge lab - doing anything: mopping the floors is fine 😀 Seriously, it is a companies where technology, humanities and responsibility intersect. But like I said , it is a dream .. it will never happen but well: some dreams are always good to nourish.
@elonmusk He needs to have two distinct personalities. Both must have an operator mentality. But they have to be on the extremes in a continuum. Why? I see him as Dr. Frankenstein- to me he is the engineer building g these monstrous projects. That is one personality he is operating on now. But as these projects are realized, then the emergent elements associated w them are likely beyond his grasp. They metamorphosize. ( is that a word? Now it is 😀) Monstrous projects w scalar Kx emergent outcomes. So he needs to wear the governor operator hat. Heavy is the head that wears the crown. As he builds those projects, he has to don the Kx hat to govern the possible runaway outcomes. He already made a call on AI long time ago. He likely sees that Everytime he builds these Corinthian pillars that are engineering marvels. Holding these two extremes in a seesaw is what Musk is. Insanity and genius in the same breath.
I m curious. You say that our constraints are the laws of physics. But laws are formulated based on replicable empirical evidence. And evidence is based on observations via instrumentation. Advances in that field allows us to see more elements and more properties. It also shapes thinking and thus between refined thought and increased advances in instrumentation, one could imagine that not only the laws of physics currently might be challenged, but new laws that better emulate reality and what this new reality presages the shape of humanity … I suppose it is a dynamic feedback loop. Would it not be awesome where you can start a university of XU - specializes in physics, mathematics, chemistry, materials science engineering, industrial engineering bring together some of the best doyens from all the global universities to create this dense XU : something much bigger but similar model to Santa Fe Jnstitute and their studies on complexity theory : and create the possibility of major paradigm shifts in a few years that will lead not only to advances in all your companies but to the world. Look Harvard had about what $50B endowments and if you take the Top 10 Universities/ total endowment is perhaps maybe up to $300 B. Imagine u put half of that and focus on few subject areas, run it like a business, encourage interdisciplinary thinking: screw tenure and minimize admin burden : just professors and post grad doctorates : use xAI : I bet u can see a campsite where people are having smores on Mars.
I m curious. You say that our constraints are the laws of physics. But laws are formulated based on replicable empirical evidence. And evidence is based on observations via instrumentation. Advances in that field allows us to see more elements and more properties. It also shapes thinking and thus between refined thought and increased advances in instrumentation, one could imagine that not only the laws of physics currently might be challenged, but new laws that better emulate reality and what this new reality presages the shape of humanity … I suppose it is a dynamic feedback loop. Would it not be awesome where you can start a university of XU - specializes in physics, mathematics, chemistry, materials science engineering, industrial engineering bring together some of the best doyens from all the global universities to create this dense XU : something much bigger but similar model to Santa Fe Jnstitute and their studies on complexity theory : and create the possibility of major paradigm shifts in a few years that will lead not only to advances in all your companies but to the world. Look Harvard had about what $50B endowments and if you take the Top 10 Universities/ total endowment is perhaps maybe up to $300 B. Imagine u put half of that and focus on few subject areas, run it like a business, encourage interdisciplinary thinking: screw tenure and minimize admin burden : just professors and post grad doctorates : use xAI : I bet u can see a campsite where people are having smores on Mars.
@tiovikram Nice Gary is very down to earth and sweet dude. Love that Chipotle reference. However, I am inclined to think that he would be grubbing at an authentic taqueria in the Mission. 😀
spent most of today building a fairly complex financial model entirely through Claude, and I am still processing how remarkable the outcome turned out to be.
The model is a full three-statement financial model with multiple scenarios, where each scenario is dynamically connected to operational drivers that flow through the entire structure. It functions as a complete annual plan with a dedicated page for goal-seeking metrics. I went through roughly eight iterations on the global model architecture, another seven or eight refining the individual tabs, and additional rounds for aesthetics, corporate formatting, and logo placement.
Claude initially produced the model in Excel. But then I thought, what if I could make this accessible through a browser? So I instructed Claude to convert everything into HTML and CSS, and it generated the code. I saved it, opened it in a browser, and it largely worked. There are some issues I still need to refine, but the core structure is functional and interactive.
Here is what puts this into perspective. A model of this complexity would typically take me a week or two to build from scratch, and I have built hundreds of them over twenty-five years in finance. Today, I went from concept to a working, browser-based financial model in less than a single day.
That realization unlocked something much bigger in my thinking. I have spent decades accumulating knowledge in financial planning, systems thinking, and operational finance, and so much of that knowledge has lived as ideas and frameworks that would have taken enormous effort to build into tangible tools. Now I can start imagining those things and actually see them come to life in hours instead of weeks.
That is the real insight here. AI does not replace what you know. It gives you wings. It amplifies your creativity and domain expertise in ways that let you finally build what you have always known was possible. The limiting factor is no longer execution speed. It is the quality of your imagination and the depth of what you bring to the table.
Tomorrow morning, I plan to use Anthropic’s Cowork to build additional templates for rolling forecasts, plan versus actual variance analysis, and other structures that CFOs and FP&A teams rely on daily.
Systems thinking and AI as a copilot represent one of the most powerful combinations available to finance leaders today. Here is why.
Systems thinking teaches us to see the whole rather than just the parts. It trains us to recognize feedback loops, understand how decisions in one area create ripple effects elsewhere, and identify the leverage points where small interventions can produce outsized results. This perspective is essential for any CFO who wishes to move beyond transactional finance into true strategic partnership with the business.
AI, when used as a copilot rather than a replacement, amplifies these capabilities exponentially. It can process vast amounts of data to surface patterns that would take humans weeks to identify. It can model scenarios rapidly, allowing us to explore the consequences of decisions before we commit to them. It can handle routine cognitive tasks, freeing our attention for the higher order thinking that creates genuine value.
The combination becomes particularly powerful because systems thinking provides the framework for asking the right questions while AI provides the computational capacity to explore answers at scale. Without systems thinking, AI becomes a powerful tool pointed in random directions. Without AI, systems thinking remains constrained by the limits of human information processing.
This intersection of human wisdom and machine capability is precisely what I explore in The System CFO Collection. I have recently published two books in this six part series. Revenue Operations examines how to build integrated systems that connect marketing, sales, and customer success into a coherent revenue engine. AI Implementation and Governance provides a framework for bringing artificial intelligence into your organization thoughtfully and responsibly.
The future belongs to finance leaders who can think in systems and partner effectively with AI. The opportunity is here for those willing to embrace both.
**The $1.25 Trillion Convergence: What SpaceX’s Acquisition of xAI Signals for the Future**
Elon Musk has just collapsed two of his most ambitious ventures into a single entity, and the implications extend far beyond the staggering valuation.
SpaceX acquiring xAI is not merely a corporate restructuring. It represents the deliberate fusion of physical infrastructure with artificial intelligence at a scale we have not seen before.
Consider what is actually being combined here. Starlink’s more than 6,000 satellites are creating a global communications backbone. Launch capabilities have fundamentally disrupted aerospace economics. And now, an AI company that has been racing to catch and potentially surpass OpenAI joins the fold.
This is vertical integration reimagined for the intelligence age.
The strategic logic is compelling. AI requires massive compute infrastructure and data pipelines, and SpaceX controls unprecedented global connectivity. xAI needs distribution channels and real-world applications, and SpaceX has both, along with government contracts, defense relationships, and a hardware ecosystem that extends from Earth orbit to eventual Mars missions.
Here is what CFOs and finance leaders should be watching closely: the IPO plans.
Taking a $1.25 trillion company public would be historic, dwarfing Saudi Aramco’s 2019 debut. It signals confidence in AI monetization timelines that many analysts have questioned. It also creates a vehicle for Musk to consolidate capital across his ecosystem in ways that could reshape competitive dynamics in aerospace, telecommunications, and artificial intelligence simultaneously.
The systems thinker in me sees feedback loops being deliberately constructed, with AI improving rocket engineering, space-based compute enabling AI training, and Starlink distributing AI services globally.
Whether you view this as visionary integration or dangerous concentration, one thing is certain: the rules of the game have just changed.
What is your read on this convergence?
The recent earnings season has given us a fascinating window into the strategic calculus of the hyperscalers. Microsoft, Meta, Alphabet, and Amazon are collectively projected to spend over 470 billion dollars on capital expenditures in 2026, up from approximately 350 billion dollars in 2025. As a finance leader, I find myself reflecting deeply on what this concentration of capital deployment means for the broader economy.
What strikes me most is the market’s evolving response to this spending. Meta’s shares surged after demonstrating that its artificial intelligence investments are generating measurable returns through advertising optimization. Microsoft, by contrast, saw its stock decline as investors questioned whether Azure’s growth trajectory justifies the accelerating spend. The market is no longer rewarding capital deployment on faith alone. It is demanding evidence of returns, and this discipline feels both healthy and overdue.
From a Chief Financial Officer’s perspective, this bifurcation raises important questions about how we evaluate investment horizons. These technology giants are essentially building infrastructure that will shape economic activity for decades. Yet quarterly earnings cycles compress our evaluation windows into something that may be fundamentally mismatched with the nature of these investments. I wonder whether our traditional capital budgeting frameworks adequately capture the optionality embedded in foundational infrastructure.
The nomination of Kevin Warsh as Federal Reserve Chairman adds another layer of complexity to this picture. If the new leadership pursues more accommodative monetary policy, lower interest rates would theoretically reduce the cost of capital and encourage continued aggressive investment. However, this same dynamic could reignite inflationary pressures that central banks have worked diligently to contain. The tension between stimulating growth and preserving price stability will profoundly influence corporate treasury decisions and capital structure optimization over the coming years.
What I find most compelling is how this moment reveals the interconnectedness of monetary policy, corporate strategy, and technological transformation. The decisions being made in boardrooms and central banks today will ripple through our economy for a generation.
I am curious to hear from fellow finance leaders. How are you thinking about capital allocation in an environment where the rules seem to be shifting beneath our feet?
https://t.co/l8jWvO2CIO
Every major leap in technology mirrors a leap in human imagination. Neural networks did not just mimic the brain. It reminded us that learning itself is pattern recognition, built layer by layer from experience and feedback.
AI represents the compounding effect of this logic: small connections trained over time yield exponential insight. In that sense, the real “quantum leap” is not in computing speed or power but it is in how we frame intelligence.
When machines learn patterns faster than we can, our edge shifts from computation to creativity. It is our innate and unique ability to ask the questions that no algorithm anticipates.
In business, as in science, quantum leaps are not accidents. They emerge from disciplined iteration. They are a result of thousands of neural firings that finally align into clarity.
The question for leaders today is not if AI will transform decision-making, but how we will train our own neural networks — our teams and minds — to think collaboratively and exponentially while staying deeply human.
#AI #NeuralNetworks #Leadership #Innovation #QuantumLeap