Our new book is out! Special thanks to @gladwell @iamwill and @jsibo for previewing! This is a blueprint for incorporating AI into your business: real-life success stories and the lessons learned along the way.

The cosmic calendar. (Source: The Comfort Crisis)

I'm increasingly convinced that showing up is the key to life. Show up when no one’s watching. Show up when it’s hard. Show up when you don't feel like it. Show up when the rewards are uncertain. Just show up. You can never bet against the person who just keeps showing up.

New year, new you? I’m not sure I prescribe to that, but a turn of the calendar is an opportunity to assess progress. But here is the catch on gauging progress: it is impossible without specific goals in writing. I’m surprised how few people do this. I recall a story from a

In the AI era, agency becomes the differentiator.

This is the counterpoint to the view that markets are inflated. Companies are simply earning more.

https://t.co/lXehx9mkQJ

Lou Gerstner passed away this week. As I had the opportunity to get to know him over the last few years, it led me to read more about his time at IBM. Lou Gerstner didn’t just save IBM, he fundamentally changed how we thought about ourselves. When Gerstner arrived in the early

.@IBM SVP of Software @robdthomas on why they acquired @confluentinc for $11 billion. "In our view, Confluent and the capability they provide is going to be up and to the right when it comes to AI.” “The need for data to support anything that a company wants to do in terms of

Hot takes: 1) smart move by IBM, will take big M&A to be relevant in AI era 2) worlds of data infra and AI infra merging 3) truly the end of the Modern Data Stack era

IBM closing out 2025 with a bang. Continuing the annual trend that started in 2023 with Apptio, continued with Hashicorp in 2024.

"Our projection is there's going to be a billion new applications built using generative AI over the next five years, and that needs a data platform to feed it intelligence, and Confluent is without a doubt the leader in real-time data," IBM CCO @robdthomas says.

@zerohedge IBM doesn’t spend $11B unless it sees the next major shift. Real-time data pipelines are becoming the new cloud.

If the Industrial Revolution was powered by rail, the AI revolution is powered by data. Railroads didn’t just accelerate transportation—they reorganized society. They connected factories to ports, cities, and people…which drove commerce. Data is the new rails. Just as rails

Good one from @mikekarnj

Insightful.

Still the beginning

Great read.

Career paths are never a straight line. But sometimes people can’t see the opportunities presented to them. Jane could.

Success is judged by what is built and preserved.