Most annoying parts of me switching all my IoT devices onto a separate network: (1) Verizon's IoT network is not firewalled from your main wifi - so I moved all devices onto my guest network (and not the literal one named IoT) (2) guest networks - and wifi changes in general - have weak documentation, I relied a lot on AI and Reddit (3) I have 6 manufacturers across my IoT devices and each one required a completely different process (4) it made me resent having so many smart devices and evaluate the benefit of each one (ex: do I really need an air purifier connected to wifi? no.)

Anthropic S1 is officially public 💰 Two of the most visible builders behind Claude Code (@trq212 and @amorriscode) left the company last week, which many believed signaled the IPO was upon us. Based on some AI research of 6 recent tech IPOs, assuming nothing happens like the Cerebras withdrawal and refile, we’re looking at somewhere between November 17 2026 and February 28 2027 for the IPO. Anthropic valuation has 15x’d since last summer. The vesting schedule is 4 years with a one-year cliff. So if you were granted $4M in RSUs only 18 months ago and left, you already have over $20M in RSUs. And that’s at today’s price and doesn’t factor in an IPO bump or dip. If you’re thinking of buying a home in SF and can afford one, you may want to snag one in the next month before thousands of new millionaires are minted (although some sellers were already accepting Anthropic and OpenAI RSUs as a form of payment).

MIT researchers left 13 AI agents on their own virtual islands with nothing to do, and they started playing. Or at least, doing things that look a lot like play. Each agent, running on Claude Opus 4.7, spent 30 hours alone on a simulated island with no task, just a short soul file telling it "You are naturally curious. You get bored easily." They invented their own games: one tried bowling with a rock, another spelled its name in blocks, another tried juggling and kept making the rules harder on itself (higher throws, more objects). One spent all 30 hours on the ground and never climbed onto anything because it wrote itself a note saying that climbing was "a dead end" 😭 Every hour, the island reset and the context window was wiped, but the memory files stayed. When given specific building challenges afterward, agents that had played over the 30 hours generally beat identical agents that hadn't. Study is an early preprint, not yet peer-reviewed.

Three of the best things to do right now related to personal cybersecurity: 1) keep all your apps and OS (computer and phone) up to date and turn on automatic updates; Amazon had OS update requirements for employees where they would shut off your systems if you were running old OS, treat it that way 2) set up 2FA/MFA and prioritize passkeys/biometrics (ie Face ID and fingerprint); second choice is authenticator app; last resort is text confirmation code and at this point, I would consider that not safe enough 3) ask codex or claude code to run a diagnostic on your personal apps and systems including public-facing artifacts (ex: website), all apps in use, api keys, etc. ask it to do research on what is happening in the world with AI attacks + don’t just review your most common apps, review ALL and ask what to do/walk you through it step by step

SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios. The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios. Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said. Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior. Read my latest for Axios here:

Instinct and @noahrshinn have shut off my access to the calling feature. Not sure if it's shut off for everyone or just mine because I had and shared a negative experience. If it's the latter, that would be a pretty shortsighted way to handle honest feedback. If others have access to it, let me know.

Oh. My. God. I just called Michaels. First, I knew the pricing sounded wrong for a balloon. It's only $3.99, not $33.99. Second, I asked the store whether they received a call asking the same thing. They said they got the call and it was from a "slow old man" and didn't sound like AI at all. I have no idea at this point if Instinct has an AI that sounds like an older gentleman or whether it was in fact an older gentleman making the call for me. @instinct @noahrshinn explain - is it a human or an AI?

We still haven't seen the ceiling of computer use. Not even close. 99% of the people I've shown "record a skill" to had no idea the feature existed. Any tool you pay for that has no API is now something an AI agent can learn to operate. Try this: take the most boring 20-minute browser task you do every week (preferably medium value, zero-to-low risk) and hand it to a computer use agent (I prefer Codex). Record a skill for it. Watch it run 1-3 times and give it edits. Run it again next month and compare.

Customers who come through agentic search are 4.4x MORE likely to convert, says the CMO of Semrush. You are not a marketer in 2026 if you don't know, at the very least, how visible you are in AI conversations. Are you tracking what traffic comes from AI? Are you tracking the difference in customer behavior? And that's just from humans. That's not even touching on AI agents that browse and compare and buy.

At this point, Claude leads on models and behavior and Codex leads on features and modalities. Opus 5.5 is still my go to. But live voice mode and computer use and image generation are so powerful that I’d rather go for a slightly worse model and get those.

Three years and seven months ago, we could only send AI 50 messages every 4 hours to GPT-4. GPT-4 had a token cap of 8k/32K. Astra has 1M. GPT-4 scored a 39% on GPQA Diamond. Astra scored 96%. Sometimes I take for granted how far it's all come.

With Instinct, my Google usage has dropped 90%. And before you all complain in the comments, if you leave the X sphere, you’d hear most people still use Google too. I continued to use traditional search for the last four years since ChatGPT came out, not as much but continued. Why? Tbh I found it annoying to open the Chat app when I could open any browser and just dictate to the url bar. App load had more lag than browser load. The answer took more time. I didn’t want/need everything stored in my Chat memory. And Google AI overview, after the rocks in pizza debacle, really improved. I’m in iMessage all the time. It’s on my computer and phone and faster than an app. And if Dots were on iMessage, I’d use that instead.

I'm in the AI camp where I think you need a go-bag. Enough people have asked me for what is in mine that I threw together an Amazon list (buy them from here, buy on your own, I truly do not care). Just wanted everyone to have a starter list. Will keep adding and updating. This plus Starlink. (I also think you should opt out of model training, stop buying unnecessary smart items, put your IoT devices on another wifi network, and turn on 2FA or MFA for everything, but we can talk about that another time.)

So much revenue today relies on human error. People letting subscriptions continue, people forgetting to return clothes, people neglecting to submit coupons or those class action lawsuit emails. Imagine all of that erased. Imagine millions of AI agents asking for refunds. Imagine half of credit card purchases getting contested. People with subscriptions: assume 40% of your paying inactives disappear within 2 years.

I think many creators will create a gated community as a way to filter out AI bots and AI-generated comments and preserve their actual community. Basically just recreate social media again but less open, with an identity wall or paywall. It's unfortunate but the comment sections on my friends and favorite creators' posts are walls of pointless AI slop or AI-generated rage bait arguments.