Much like the introduction of the personal computer, the internet, and the iPhone into the public sphere, recent developments in the AI space, from generative AI to agentic AI, have fundamentally changed the way people live and work. Since ChatGPT’s release in late 2022, it’s reached a threshold of 700 million users per week, approximately 10% of the global adult population. And according to a 2025 report by Capgemini, agentic AI adoption is expected to grow by 48% by the end of the year. It’s quite clear that this latest iteration of AI technology has transformed virtually every industry and […]

Coding with large language models (LLMs) holds huge promise, but it also exposes some long-standing flaws in software: code that’s messy, hard to change safely, and often opaque about what’s really happening under the hood. Researchers at MIT’s Computer Science and Artificial Intelligence Laboratory (CSAIL) are charting a more “modular” path ahead.  Their new approach breaks systems into “concepts,” separate pieces of a system, each designed to do one job well, and “synchronizations,” explicit rules that describe exactly how those pieces fit together. The result is software that’s more modular, transparent, and easier to understand. A small domain-specific language (DSL) […]

In a recent newsletter, Ben Thompson suggested paying attention to a portion of Jensen Huang’s keynote at NVIDIA’s GPU Technology Conference (GTC) in DC, calling it “an excellent articulation of the thesis that the AI market is orders of magnitude bigger than the software market.” While I’m reluctant to contradict as astute an observer as Thompson, I’m not sure I agree with Huang’s argument. Here’s a transcript of the remarks that Thompson called out. Software of the past, and this is a profound understanding, a profound observation of artificial intelligence, that the software industry of the past was about creating […]