Multiple Waymos city-wide in San Francisco were disabled last night. I wonder why these keep doing this every so often.

As a founder, your number one job is to eat shit. You're on the call with the upset customer. You need to fire people by telling them directly. You're listening to the engineer who wants to quit due to burnout. You have to read the 40-page vendor contract, which is a nightmare to go through. Every hard, uncomfortable thing lands on your desk. That's the whole job. You're here to absorb the bad stuff so everyone else can keep moving.

Our thoughts on the importance of AI sovereignty. 1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their gain and your loss. 2. Data retention is your treasure. Transfer it at your own peril. Your ability to win is dictated by your ability to recognize and use your unique edges, and you keep winning by compounding the underlying data to generate new insights. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones. 3. Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value. 4. Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs. 5. There is no contradiction between sovereignty and alpha. The architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha. 6. Politicizing the technical issues involving sovereignty is what your adversary wants. Techno-politicization is the wellspring of false sovereignty. Techno-politicization drives decisions that seem to reduce dependency, but ultimately limit agency — especially on the battlefield in the West. 7. Real expertise is existential. Allowing politics or favoritism to determine your technical decisions rewards whoever is best at politics, not whoever is right. Listen to those closest to the problems, not those speaking most compellingly about them. 8. Learn from institutions that are winning or that have consistently delivered. Institutions facing existential threats do not have the luxury of making technical decisions based on political preferences. 9. Only listen to institutions, countries, and people who have a proven record of being right. A track record of correctness is the best and only signal for future correctness. Judging something as right or wrong based on who you like is exceedingly misguided.

I’m so excited to share this update on @Conception – We’ve generated the first early human eggs derived from stem cells. This is a big deal -- the potential to redefine fertility is real.

AI isn't a tool you buy for the technology. It's an operating model you design for the business. Run a company long enough and you realize the CEO and CXOs job is mostly one thing. Resource Allocation. Where the capital goes. Where the people go. Get those two right over a decade and you build something great. Get them wrong and no strategy deck saves you. But there's a part we never said out loud. Only one of those was ever truly "allocation." Capital you could move. People you could not. So when demand spiked, we overworked the team we had. When it dropped, we cut the team we built. Our people absorbed every swing in the business. That was never smart. Headcount sat in the OpEx column, but it behaved like CapEx. Every hire was a multi-year commitment for the business. Months to recruit, months to ramp, real cost to unwind. So we hired for the peak and carried it through the trough, and people paid for the math either way. AI coworkers change the shape of this. Not by replacing the team. By giving it a layer it can lean on. Your people are the baseline. The judgment, the relationship context, the accountability, the taste and judgement for what good looks like. That's the part you invest in and keep. AI coworkers are the expansion layer. The capacity that flexes up when the work surges and settles back when it passes. So the volatility moves off your people and onto the elastic workforce layer. That sounds like an HR story of AI workforce for IT but it's also a finance story too. The human baseline stays a long-term investment, the part of the company worth committing to. The variable load on top becomes a real OpEx decision, handled by AI coworkers that scale to the work in front of you instead of the forecast you made last December. Three things change the day you take this seriously. Your people stop being the surge capacity. They stop covering volume they were never meant to carry, and get to do the work only humans can. You stop hiring and firing through every cycle. You can grow into a new market or a heavy quarter without over-hiring people you may have to let go when it slows. And the question changes. Not "how many people do we add or cut this year," but "what is the human core worth protecting, and how much AI do we build around it." The C-suite job isn't shrinking. It's getting bigger to redesign the operating model of every business. We've always allocated capital. Now we allocate capacity around our people, not instead of them. The companies that win will treat their people as the foundation they build on, and let AI carry the swings. Time to think of AI as a workforce strategy for the business not just a productivity workflows strategy. This vision is what we are building towards at @atomicworkhq.

The best founders in the world would never sell their company. You could never acquire Elon, Bezos, Zuck, Jobs, Ellison, Jensen, Dell, Page & Brin. Scott Wu has turned down billions and keeps saying No. “There’s got to be some crazy number somebody can throw at you where you're just like I have to take this.” “Not really.” “It’s funny you talk about money. Dude I don't have a car. I rent an apartment.” “Think about the Zuck example when he turned down $1 billion from Yahoo. They said you’re 22. You’d make $250 million.” “And Zuck was like Well what would I do with the money? I would just start another social network and I kind of like the one I have. I just want to build shit anyways.”

Today, we're launching the Traycer Desktop App. Free. Open source. Built with AI orchestration in mind. What’s new: • Bring your existing subscription (Claude, Codex, Opencode, etc.) • Agent-to-Agent communication and Loops • Persistent workspaces with tabs and sub-tabs • Share tasks and collaborate with teammates Capability stopped being the hard part. The environment is the new frontier, and that’s where Traycer is.