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Data, Invisible Software, The Post, AI, Cheating, Control, Star Wars
Plus! Tariff Plays; Good Trades; Capital Structure; Moderation; Debt and the Dollar
Plus! The Path of Deployment; The Long Tail; Non-News; Data; Models
Plus! Coasian Bargains; Movies; Currency; OpenAI; Tariffs
Plus! Diff Jobs; Decoupling; Who Trains the Model-Trainers; Cash Cycles; AI and ARR; Gating
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Three cases from The Heart of Innovation, picked to demonstrate the ideas of Deliberate Innovation.
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Greg Abel will step into the spotlight at the 2026 Berkshire Hathaway annual meeting with Warren Buffett sitting in the audience.
OpenAI has officially launched Codex, its most advanced AI coding agent to date, within ChatGPT. Designed for developers, teams, and enterprises, Codex represents a major step forward in agentic AI systems purpose-built for software engineering.