My favorite cocktail bar in NYC rn is Sip & Guzzle. The vibes are incredible, two separate floors with different menus and the food is fire. They also sneaky make one of the best burgers in the city, full A5 Wagyu beef, only do 12 a night. I don’t even like Negronis but they changed my entire perspective. Trying to explore and hit more cocktail bars in NYC, lmk any recs.

(6) The rise of new "cognico" companies, designed to optimize compute-driven cognition as opposed to human productivity and reasoning (and new human roles at work). Ok, maybe this is 2028+, but Cognicos (discussed in latest edition of IMPLICATIONS) will have data and compute at the center, with humans playing the unique role of stewards and orchestration designers and engineers as nodes. Until now, humans have been the reasoning layer of every organization. The next-gen company will be run by a combination of inference engines (real-time computational reasoning running every function and driving actions across the business), leveraging a variety of pre-trained AI models and a large amount of deep and proprietary data at the center of the company. This core of data, models, and computational reasoning will all be surrounded by “nodes" – the modern version of every “function” of a company from HR to product to sales - which, together, compose the logic layer that performs every process and operation of an organization. Old companies were designed to help people work efficiently together. New companies will be designed for cognition - the way a brain works.

A huge congratulations to @andrewdfeldman and the rest of the @cerebras team on this day, so many years of hard work in the making. And a big congratulations to my partner Eric Vishria (@ericvishria). Eric is a triple threat: Truly one of the best investors, board members, and humans out there.

Today I’m launching AI IQ — frontier AI models, scored on the human IQ scale. Instead of endless leaderboard tables, AI IQ shows: • Where models land on the IQ bell curve • How frontier IQ is changing over time • How models compare on IQ and EQ • What intelligence costs in practice GPT-5.5, Claude Opus 4.7, Gemini 3.1, Grok 4.3, Kimi K2.6, Qwen3.6, DeepSeek V4, Muse Spark, and more. Link in the first reply. Curious which chart surprises you most.

@ScribeHow just crossed $100M ARR. Today, our 90,000 enterprise customers include nearly half the Fortune 500. I shared this news with @jonfortt on @CNBC earlier today, but I still vividly remember our first deal for $7K! I’m proud of our team and grateful for our customers. The reality is, we’re just in the first inning. Most companies are still very far from the AI transformation they imagined. A lot of AI usage at work is still for personal productivity: it’s not locked into where and how an org creates its value. The models aren’t the problem. It’s that they aren’t being taught enough about the business. AI has a context problem. AI gets dropped into companies
without knowing HOW work actually gets done. That’s thousands of workflows AI can’t see. Dozens of decisions it can’t trace or recreate. AI doesn’t understand your org at all.
 Missing workflow context is now an existential problem for the enterprise. Without context, AI can’t function. It just delivers generic output, or confidently gets things wrong. For AI to actually work inside enterprises, something fundamental has to change. That’s why we’re witnessing a new layer of the enterprise stack emerge. To pull ahead companies need to map their context layer, making it legible to both humans and agents. Here's my full thinking on workflow context and why it’s the most urgent need in enterprise AI:

AI is making you stupid. Today, we're introducing the all new Oboe, designed to make you smarter. Think about the last 10 answers you got from an LLM. How many of them do you actually remember? Probably none, because LLMs are not good teachers. But @oboelabs helps you learn the way humans are supposed to: through guided conversations, frequent checks for understanding, real-time adjustments, and multiple formats for all learning styles. Here's everything we're introducing today:

We’re reimagining a 50-year-old interface - the mouse pointer - with AI. 🖱️ These experimental demos show how people can intuitively direct Gemini on their screens using motion, speech, and natural shorthand to get things done 🧵

Experimenting with mixing Shopify’s catalog api with Apple MapKit + MKLocalSearch to show which brands are physically nearby. A little disappointed with how limited MapKit data is. No hours?!